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Financial Planning Associate - Case Manager ID - 14442

Benefits

Pulled from the full job description

  • 401(k)
  • Dental insurance
  • Disability insurance
  • Pension plan

Full job description

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We are the General Midwest Financial Alliance, an established, high-end financial advisory company, with 3 advisors who have over 55 years of financial planning experience. We've been named a Five Star Wealth Manager firm for the last four years and were selected as one of the best planning firms for past two years by the National Association of Board Certified Top Wealth Managers. We are seeking a highly motivated professional to join our team and assist the senior advisors in providing the highest level of planning advice and service. This is a highly professional position and workplace with great growth potential.

Duties include: Supporting three financial advisors with annual client reviews and follow up. This includes completing client service requests, providing case development, financial analysis of cash flows, budgets, investments and assets, problem resolution and investment asset allocation summaries. This position relies heavily on your ability to effectively and efficiently use computer applications such as Microsoft Excel, PowerPoint, Word, Morningstar and proprietary CRM software. You will be interfacing with these applications daily. Besides working with the financial advisors, you will have direct client contact to discuss client needs and gather data.

Qualifications: Resourceful, focused, strong work ethic, solid time management skills, and the desire to learn and help others. Position requires high computer proficiency with strong analytical / problem solving, mathematical, and writing skills. 1-3 years industry experience and licensing helpful but will consider other outstanding candidates. Management, finance, economics, or business degree preferred.

Competitive Benefits: Includes life, health, long term disability and dental insurance, 401k and pension plan.

For serious candidates, email cover letter, resume and salary requirements to debra.wheller@gmf-alliance.com.

 

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