Financial Planning Advisor
Vor 3 Tagen
A well-established and highly regarded investment firm located South of Boston seeks a Financial Planning Advisor.
This important role will serve as the primary contact with clients concerning comprehensive personal financial planning.
The ideal candidate should be well versed with delivering wealth management strategies to the high net worth market segment.
ResponsibilitiesServe as financial planner and work closely with team members, including the Managing Partner, to deliver high-quality client service at all timesWork with clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other suitable information neededDevelop a financial plan using eMoney, the firm's financial planning softwareWork collaboratively with accountants, attorneys, and other professionalsWork directly with clients over the phone, via email, and in person at regular review meetingsContinue to develop and innovate the financial planning service modelManage client relationships, providing the highest level of service and supportReview and implement investment strategies based on guidance from the firm's Investment CommitteeAdvise on clients' employee retirement plans and education savings accountsUpdate and maintain clients' information on Salesforce, the firm's CRM platformFollow all compliance procedures as outlined in the Compliance Manual and Employee HandbookWork with team members on various firm initiativesSkillsExtremely detail-oriented and possess a high sense of urgencyStrong time management and organizational skillsDedicated team player with strong follow up, communication, and presentation skillsStrong analytical skillsExcellent verbal and writing skillsAbility to multi-task and problem-solveDemonstrate character, competence, and compassion with clients and employeesSelf-motivated and proactiveStrong desire to continue to build on existing knowledge of investments and financial planningEducation, Training & ExperienceBachelor's degree in accounting, finance, economics, or related field requiredCERTIFIED FINANCIAL PLANNER or working towards the designation requiredExperience working with financial planning software desiredFive to twenty years of relevant industry experience required (preferably in a fee-only or fee-based environment)Our Client offers a very competitive salary, excellent benefits and annual incentive upside.
For additional information about this position, please contact Diane McGwin, Managing Principal, Newfound Associates at or by telephone at 508-643-4170.
Looking forward to hearing from you about this premiere opportunity
#J-18808-Ljbffr
-
Adelaide, Österreich Tideri Jobbörse VollzeitFinancial Planning and Analysis Manager - Adelaide - Senior Leadership We are seeking a skilled Financial Planning and Analysis professional to work intimately with lead teams and senior managers to deliver value and influence business outcomes within a complex business.The key purpose of this role is to lead the financial planning and budgeting process,...
-
Financial Planning
vor 4 Wochen
Adelaide, Österreich Lockheed Martin VollzeitEqual Opportunity StatementLockheed Martin supports Equal Employment Opportunity and Diversity in the workplace by creating a place of employment that is harassment-free, diverse, fair, ethical, inclusive, and values the contribution of all its employees. Diversity and inclusion are the foundation of our culture and reflect our values of doing what's right,...
-
Financial Planning
vor 4 Wochen
Adelaide, Österreich Lockheed Martin Australia VollzeitSA, AdelaideFinance16031BRJob HighlightsReporting to the Head of Finance within the Finance & Business Operations (F&BO) division, this role will be the primary contact for interpretation and analysis of financial reports, explanation of budgets/forecasts, and calculation of project costing and bidding rates.About us:At Lockheed Martin Australia, we believe...
-
Financial Planning
Vor 3 Tagen
Adelaide, Österreich Lockheed Martin Australia VollzeitSA, AdelaideFinance16031BRJob Highlights Reporting to the Head of Finance within the Finance & Business Operations (F&BO) division, this role will be the primary contact for interpretation and analysis of financial reports, explanation of budgets/forecasts, and calculation of project costing and bidding rates.About us: At Lockheed Martin Australia, we...
-
Financial Planning
Vor 3 Tagen
Adelaide, Österreich Lockheed Martin VollzeitEqual Opportunity StatementLockheed Martin supports Equal Employment Opportunity and Diversity in the workplace by creating a place of employment that is harassment-free, diverse, fair, ethical, inclusive, and values the contribution of all its employees.Diversity and inclusion are the foundation of our culture and reflect our values of doing what's right,...
-
adelaide, Österreich Tideri Jobbörse VollzeitFinancial Planning and Analysis Manager - Adelaide - Senior Leadership We are seeking a skilled Financial Planning and Analysis professional to work intimately with lead teams and senior managers to deliver value and influence business outcomes within a complex business.The key purpose of this role is to lead the financial planning and budgeting process,...
-
Hse Advisor
vor 1 Woche
Adelaide, Österreich This Is An It Support Group VollzeitWant a better career, a real team and an employer you trust?Get it done at M2PM2P was created to do engineering differently.To challenge and deliver better solutions to clients, and to take pride in a job done right.It's worked, and now, we're kicking on.Today, we're a market leader in construction, engineering and fabrication services, specialising in heavy...
-
Hse Advisor
vor 1 Woche
Adelaide, Österreich This Is An It Support Group VollzeitWant a better career, a real team and an employer you trust?Get it done at M2PM2P was created to do engineering differently.To challenge and deliver better solutions to clients, and to take pride in a job done right.It's worked, and now, we're kicking on.Today, we're a market leader in construction, engineering and fabrication services, specialising in heavy...
-
Procurement Advisor
vor 4 Wochen
Adelaide, Österreich Ugl Pty Limited VollzeitJob Description - Procurement Advisor (261251)Are you ready to shape the future of renewable energy?ABOUT UGLUGL is a trusted name in delivering comprehensive engineering, construction, and maintenance services. We partner with leading global companies and government agencies, known for our expertise and innovation. Committed to diversity and flexible...
-
Policy Advisor
Vor 3 Tagen
Adelaide, Österreich City Of Adelaide VollzeitJob Description - Policy Advisor (2401340)An office unlike any otherA team that aims high0.5FTE fixed term part time role until January 2027About the OpportunityJoin the Office of the Lord Mayor as a Policy Advisor, where you can be part of shaping the strategic direction of the City of Adelaide.In this dynamic, fast-paced, and political environment, you...
-
Family Advisor
vor 10 Stunden
Adelaide, Österreich Relationships Australia VollzeitFull Time Position (76 hours per fortnight)Competitive annual salary + Super + Salary Packaging * (to increase your take home pay)Located in Port AdelaideThis is the perfect position for someone wanting to support individuals at the frontline of Community Services by joining a sizeable organisation that serves all areas of the South Australian community.Work...
-
Procurement Advisor
vor 1 Woche
Adelaide, Österreich Ugl Pty Limited VollzeitJob Description - Procurement Advisor (261251)Are you ready to shape the future of renewable energy? ABOUT UGLUGL is a trusted name in delivering comprehensive engineering, construction, and maintenance services.We partner with leading global companies and government agencies, known for our expertise and innovation.Committed to diversity and flexible working...
-
Policy Advisor
Vor 3 Tagen
Adelaide, Österreich City Of Adelaide VollzeitJob Description - Policy Advisor (2401340)An office unlike any otherA team that aims high0.5FTE fixed term part time role until January 2027About the Opportunity Join the Office of the Lord Mayor as a Policy Advisor, where you can be part of shaping the strategic direction of the City of Adelaide.In this dynamic, fast-paced, and political environment, you...
-
Hse/Safety Advisor
vor 2 Monaten
Adelaide, Österreich Tideri Jobbörse VollzeitJob Opportunity: HSE Advisor Enjoy the stability and benefits of a permanent and full-time position.Accommodation provided by Bild Group, allowing you to focus fully on your role.Receive a comprehensive package that reflects your expertise and contributions.It's a career-defining opportunity to make a lasting impact on major infrastructure projects in South...
-
Bildgroup | Hse Advisor
vor 3 Wochen
Adelaide, Österreich Tideri Jobbörse VollzeitHealth, Safety & Environment (Construction) Full time At Bild Infrastructure , we're dedicated to innovation and exceeding expectations in construction.Specialising in roads, intersections, safety infrastructure, bridges, and structures across metropolitan and regional areas, we're always exploring new solutions and pushing the boundaries of what's...
-
Financial Analyst
vor 3 Wochen
Adelaide, Österreich S2S Hr Consulting VollzeitAdd expected salary to your profile for insights3-year fixed-term contract (full-time or part-time)Very competitive salary depending on experienceGain exposure to both the local government and banking industries, with hands-on involvement in local government financeThe Local Government Finance Authority of South Australia (LGFA) proudly provides financial...
-
Safety Advisor
vor 11 Stunden
Adelaide, Österreich Downer VollzeitDowner are looking for an enthusiastic Safety Advisor on a 12-month fixed term contract to actively support, coach, mentor and provide technical advice to internal stakeholders across our South Australian Asphalt Surfacing projects.Based out of Underdale this dynamic role will have a mixed exposure to site-based and office work with a focus on bringing...
-
Senior Financial Controller
vor 4 Wochen
Adelaide, Österreich New Era Technology VollzeitAdd expected salary to your profile for insightsThis senior leadership role is responsible for the oversight of APAC financial operations, ensuring local statutory compliance, and managing monthly group reporting. The role ensures financial functions operate efficiently and effectively across the region. A key element of this role is advising and executing...
-
Policy Advisor
Vor 3 Tagen
Adelaide, Österreich City of Adelaide VollzeitAn office unlike any other A team that aims high 0.5FTE fixed term part time role until January 2027 About the Opportunity Join the Office of the Lord Mayor as a Policy Advisor, where you can be part of shaping the strategic direction of the City of Adelaide.In this dynamic, fast-paced, and political environment, you will engage with internal and external...
-
Customer Service Advisor
vor 1 Monat
Adelaide, Österreich Efinancialcareers Ltd. VollzeitCustomer Service Advisor - Modbury Triangle, SAJob Description Permanent, part-time role available at BankSA's Modbury Triangle branchBe a part of a culture that cares for our customers, our community, and YOUBuild on your customer service and sales career with a bank that serves one in four South AustraliansSupport our customers in the moments that matter...
