Wealth Planning Analyst

Reed Financial Services, Inc. is hiring a Wealth Planning Analyst for their personal financial planning services. This entry-level position involves supporting Advisors in financial plan development and client service tasks, with a focus on learning and career development in financial advising.

Responsibilities

• Serve as a contact for our clients, listen to their needs and strive to promote customer convenience in any contact they have with the firm
• Create total update packages for upcoming client meetings and assist in putting together complete new financial plans for onboarding new clients
• Run retirement projections specific to each client using Right Capital software to help the client get a better understanding of where they are positioned for the long term
• Develop account overviews for clients as well as 401(k) investment allocations and reallocations. Responsible for laying out the various up to date style box comparisons compared to the benchmark
• Assist Advisors in completing money movement requests, tracking and processing required minimum distributions and preparing necessary forms for opening or maintaining accounts
• Crosstrain in Investment Management department, including market research for different mutual funds, ETFs and stocks
• Perform ad hoc tasks in support of the team and firm operations

Skills

• Bachelor's Degree in Personal Financial Planning Program or at least 1 year of personal financial planning experience demonstrating knowledge of investments, investment products, financial planning, tax brackets and required minimum distributions
• Interest in pursuing career path as a Financial Advisor
• Outgoing personality with an ability to make connections and build relationships with clients
• Organizational skills and attention to detail
• Ability to effectively prioritize workloads and complete tasks within well-defined guidelines and time constraints is essential
• Strong computer skills with Microsoft Office proficiency and CRM software experience
• Familiarity with portfolio accounting systems (Tamarac, Black Diamond, etc.), Salesforce, NetX360 and Laser App are a plus

Benefits

• Eligible for annual year-end bonus, which will be discretionary and based upon a variety of factors and considerations, including the results of your annual performance review, profitability of the firm, etc. and is not guaranteed.
• Paid time off policy is two weeks in the first year, three weeks in years 2 through 5 and four weeks per year thereafter.
• After 90 Days of Employment:
• Eligible for a more flexible hybrid work schedule, with the potential of working remotely 2 days per week.
• A high-deductible Super-Med Plus Health Savings Account (HSA) plan with embedded prescription drug; 100% of Employee premium paid by Employer, with the option to add family members at Employee’s cost.
• Dental insurance, 75% of Employee premium paid by Employer, with the option to add family members at Employee’s cost.
• Life Insurance policy of $50k paid by Employer.
• 401(k) Plan: We offer both a traditional pre-tax as well as a post-tax Roth 401(k) plan. On an annual basis (depending on hire date), Employer contributes 3% of Employee salary, which is immediately vested.
• Profit Sharing Plan: We have a profit-sharing plan to which we have historically made contributions of 2% of Employee compensation, subject to a six-year vesting schedule.

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