Associate Financial Planner at Simon Quick Advisors
Overview
Simon Quick Advisors seeks an Associate to drive high-touch client experiences and develop comprehensive wealth management strategies. The role focuses on scaling operations while fostering client relationships and career growth. Candidates will contribute to investments tax estate and cash flow planning.
What You'll Do9
- 1Support development of tailored financial recommendations across investments retirement tax and estate planning
- 2Deliver high-quality client communication and daily service support
- 3Execute investment plan changes and monitor implementation
- 4Maintain and review client performance reports
- 5Ensure adherence to fiduciary compliance and documentation standards
- 6Engage with third-party providers and coordinate client meetings
- 7Prepare financial plan materials and capture action items
- 8Uphold client confidentiality and monitor for fraudulent activity
- 9Collaborate with team members to execute operational tasks
Requirements7
- 1Bachelor's degree with 3-6 years financial services experience
- 2Proficiency with Fidelity Schwab DocuSign Orion Salesforce eMoney
- 3Strong Excel skills and familiarity with Microsoft Office
- 4Understanding of tax and estate planning concepts
- 5CFP certification pursued after hiring
- 6Attention to detail and analytical thinking abilities
- 7Ability to work independently and manage multiple priorities
Salary Insight
Salary not disclosed in listing
Location
Required Skills
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