SDL Search Partners

Wealth Planning Associate

SDL Search Partners  •  Boston, MA (Onsite)  •  2 months ago
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Job Description

Wealth Planning Associate (Remote Options)

National Wealth Management firm is looking to add a Wealth Planning Associate to the Relationship Management team. This is a great role for an individual who either already has obtained, or is in pursuit of their CFP, and is looking for a new opportunity with unlimited growth potential.

This position would be strictly focused on financial planning, so no sales / cold-calling. Key responsibilities would include assisting clients, developing financial plans, and working directly with the Directors on the team.

Responsibilities:

  • Generate client account reports and documents for service meetings
  • Write comprehensive financial plans with recommendations and creative solutions
  • Analyze client investment portfolios
  • Review prior meeting notes and correspondence to complete meeting agendas and identify items needed; prepare appropriate forms, paperwork, product illustrations
  • Manage and distribute incoming client information
  • Complete trades and new business submissions
  • Monitor transactions and new business for completion and accuracy
  • Complete Contact Manager notes and/or follow-up correspondence

Qualifications:

  • CFP designation, or in process
  • Bachelors degree in accounting, finance or equivalent
  • Excellent written communication skills
  • Detail oriented
  • Able to manage and prioritize many time-sensitive tasks simultaneously
  • Team player
SDL Search Partners

About SDL Search Partners

SDL Search Partners is a woman-owned search firm that puts values and relationship first. Our team has over 30 years of combined accounting & finance recruiting experience, a deep network, and a "quality-over-quantity" approach. At SDL, we are partners for the long-term, so what you can expect is a relationship that prioritizes transparency, integrity, and ultimately, finding you the right person to join your team or the right next step in your career.

Areas of focus:

• Accounting, Finance, Audit, Tax & Analytics

Examples of positions we support:

• Every position in the org chart from Staff Accountant / Senior Accountant up to Controller / CFO

• Financial Analyst, Finance Manager / FP&A Manager to VP of Finance

• Treasury, Internal Controls, Audit, Tax, M&A

• Public Accounting, Transaction Services, Advisory

• Technical Accounting, SEC Accounting, Financial Reporting

• Operational Accounting including Accounts Payable, Accounts Receivable, Payroll

• Sales Operations, Deal Desk, Pricing Manager, Data Analyst

• Investment Accounting, Fund Accounting, Operations Analyst, Client Service Specialist

A few of the industries we specialize in:

Technology, SaaS; Pharmaceuticals, Biotech, Life Sciences, Healthcare; Financial Services, Private Equity, Asset Management; Real Estate; Manufacturing; Energy, CleanTech; Higher Education, and more

If you are a company looking to hire, or a candidate looking to explore the job market, we are excited to partner with you.

Industry
HR & Recruiting
Company Size
1-10 employees
Headquarters
Boston, MA
Year Founded
Unknown
Website
sdlsearch.com
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