Position Available – Financial Planning Coordinator

 

TRUADVICE, LLC strives to be a financial professionals advocate while helping them grow their business. Our Analytics Group plays a key role in this delivery by ensuring that our partners are well educated on all aspects of our platform.

 

We are looking for a Financial Planning Coordinator to join our team.  The successful candidate will leverage their analytical and organizational skills and will be part of a dynamic team all driven to create great outcomes for our partners.

 

Responsibilities:

  • This individual will be responsible for data gathering and analysis, development of financial planning recommendations, implementation, and portfolio management.

  • Assist financial advisors with the use prospecting tools.

  • Ability to communicate investment strategies in a clear and concise manner to our partners that enables clients to make informed investment decisions

  • Provide back-up support to trading and operations function.

  • Assist with investment committee meetings and support relationships with 3rd party asset managers.

  • Perform due diligence on 3rd party model providers and other RIA products.

 

 

Required Qualifications:

 

  • Bachelor’s degree or equivalent combination of education and experience required

  • FINRA Series 65 license (may be obtained - a condition of employment)

  • Proven ability to develop strong professional relationships

  • Proactive team player able to work in a fast-paced environment

  • Strong analytical, organizational, presentation, and computer skills

  • Proficient in MS Office applications (Word, Outlook, and Excel)

  • Candidates who qualify for this role might have title and job responsibilities similar to Financial Advisor, Wealth Management Advisor, Wealth Management, Financial Planner, Financial Planning, Investment Advisor

 

 

Physical Requirements:

 

  • Ability to operate a wide range of office technology, such as operating a multi-line telephone system, computer, copier, and fax machine

  • Ability to read and analyze documents, reports, etc. in a timely manner

  • Ability to answer phones and communicate with clients and prospects

 

 

Help us achieve our mission to empower our partner financial advisors by leveling the playing field. Stand on the side of the advisor, inspire and educate partners by delivering simple, personal, and straight-forward solutions.

Please send resume' and cover letter to hello@truadvicellc.com

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