Successful independent financial planning firm affiliated with Raymond James Financial Services, Inc. is searching for a highly-motivated individual with experience in the financial services industry and the technical aspects of financial planning. Key responsibilities will include owning the financial planning process and producing and presenting financial planning documents to advisors and clients. Training on our specific systems and software will be provided but ideally this individual would take ownership of and optimize our systems and software capabilities. This person must already be familiar with and comfortable with terms and services within the financial industry. Additionally, performing business analysis and critical thinking must be a strength; including analyzing and answering detailed client questions, problem-solving scenarios and issues, and thinking ahead. This is an excellent opportunity for a person who consistently seeks personal challenges and professional rewards. For the right employee, this position offers autonomy and significant opportunities for growth and career advancement. Our office is close-knit and supportive. You will be with people who are passionate about exceptional client service and the work that they do.

QUALIFICATIONS:

• Excellent written and verbal communication skills • Excellent computer skills, including MS Word, Excel, Outlook, and PowerPoint; experience with emoney would be a plus • Attention to detail with a perfectionist’s eye • Exceptional organizational skills • Effective time-management skills; ability to multi-task in a dynamic environment while prioritizing independent tasks and meeting aggressive deadlines • Manage self and priorities, define own role and seek out additional responsibilities with minimal guidance • Experience in various investments, securities and financial planning • "Team Player" mindset and doing whatever is needed, big or small • Ability to manage and get along with diverse personalities • Professional appearance and demeanor that inspires confidence and trust • Well-developed interpersonal skills • Maintain highest level of discretion with extremely confidential and sensitive information • Masterfully use organizational knowledge to maneuver through formal and informal channels to get things done quickly and effectively • Dedicated to exceeding quality standards and providing products and services of the highest caliber • Willingness to succeed!

RESPONSIBILITIES WILL INCLUDE:

• Create financial plans and proposals • Present plans and proposals to advisors and clients • Support executive activities • Run financial planning reports (Performance reporting, Riskalyze, Net worth statements and Morningstar Reports) • Compose e-mails, memos, correspondence, agreements, and other professional documents with various levels of detail to accommodate the differing needs and questions of staff and clients • Monitor fund models and initiate/engage/ collaborate on quarterly updates • Produce strategy meeting review documents • Keep staff informed of allocation variations and performance of all accounts We are a growing firm that is excited about adding the right member to our team. You will play a vital role in our firm's ongoing growth and development.

TO APPLY Please submit ALL of the following in Word or PDF files:

1. Cover letter summarizing experience related to position

2. Resume Email: jludowise@hpwealth.com 

Salary history and references are helpful but not required

Location: Columbus, OH

Compensation: Commensurate with experience