Financial Advisor
Immediately
Ogorek Wealth Management, LLC
Anthony Ogorek
6400 Sheridan Dr Ste 224
Sheridan Meadows Corporate Park North
Williamsville, NY 14221-4842
Phone: (716) 626-5000
Fax: (716) 626-5509
tony@ogorek.com
Email
Job Description
We are seeking a Financial Planning Associate to join an independent, fee-only, Wealth Management firm located in Buffalo, NY area and become part of our team of hard-working, dedicated, and creative individuals.
We are looking for a highly motivated and dynamic team player who is dedicated to taking care of our clients’ needs. Each day you will be part of a successful growing group, by working on variety of projects which include managing financial client information, constructing financial / retirement projections, assisting Senior Planners, and strengthening your knowledge.
What we are offering:
The Financial Planning Associate will assist our Senior Planners in the creation of complex and comprehensive financial projections for our clientele. You will be involved in the client engagement and will be encouraged to grow your knowledge into the Senior Planner role. Senior Planners continuously provide mentoring and broad vision direction, but you must take upon yourself to utilize critical thinking skills, work independently, be self starter, and anticipate firm needs and client questions.
What you will do:
· Collect, organize, and manage personal and financial client information
· Using Money Guide Pro, develop financial and retirement projections
· Assist Senior Planners in analysis of estate plans, retirement plans, tax planning, and insurance needs, etc…
· Support Senior Planners in documenting client meeting notes and delivering follow up strategies
· Create deliverables for client engagements
· Coordinate planning recommendations implementation with outside professionals
· Continuously monitor clients’ financial situations with detail and accuracy with CRM
· Be available for questions from clients
· Conduct research projects on recent developments in the wealth management industry
· Participate with internal work flow system upgrades and development
· Actively contribute to the firm’s culture of business growth (e.g., writing blog posts, posting to social media, planning/attending client events and/or networking with Centers of Influence)
Required Qualifications
What we seek:
· Demonstrated passion for the Financial Planning profession
· Creative thinker and contributor to improving the organization
· Bachelor’s degree from accredited institution, preferably in Financial Planning (Masters preferred)
· Obtained or working towards CFP® certification
· Strong financial and analytical skills
· Strong persuasive and interpersonal skills
· Ability to identify, meet and follow through with client needs and requirements
· Self-starter, problem solver, and a goal-oriented team player
· Able to work independently, organized, and strong attention to detail
· Confidence when dealing with clients and the Senior Planners
· Ability to write clearly and concisely
· Knowledge of Microsoft Office suite. Experience with Money Guide Pro, Salesforce, ProTracker, and any other tools.
Position perks:
· Competitive salary with career track
· Health insurance, dental and vision available
· 401k, with annual employer contribution
· Educational reimbursement (continued education, conference attendance, training budget, etc.)
· Paid professional dues
We are seeking a Financial Planning Associate to join an independent, fee-only, Wealth Management firm located in Buffalo, NY area and become part of our team of hard-working, dedicated, and creative individuals.
We are looking for a highly motivated and dynamic team player who is dedicated to taking care of our clients’ needs. Each day you will be part of a successful growing group, by working on variety of projects which include managing financial client information, constructing financial / retirement projections, assisting Senior Planners, and strengthening your knowledge.
What we are offering:
The Financial Planning Associate will assist our Senior Planners in the creation of complex and comprehensive financial projections for our clientele. You will be involved in the client engagement and will be encouraged to grow your knowledge into the Senior Planner role. Senior Planners continuously provide mentoring and broad vision direction, but you must take upon yourself to utilize critical thinking skills, work independently, be self starter, and anticipate firm needs and client questions.
What you will do:
· Collect, organize, and manage personal and financial client information
· Using Money Guide Pro, develop financial and retirement projections
· Assist Senior Planners in analysis of estate plans, retirement plans, tax planning, and insurance needs, etc…
· Support Senior Planners in documenting client meeting notes and delivering follow up strategies
· Create deliverables for client engagements
· Coordinate planning recommendations implementation with outside professionals
· Continuously monitor clients’ financial situations with detail and accuracy with CRM
· Be available for questions from clients
· Conduct research projects on recent developments in the wealth management industry
· Participate with internal work flow system upgrades and development
· Actively contribute to the firm’s culture of business growth (e.g., writing blog posts, posting to social media, planning/attending client events and/or networking with Centers of Influence)
Required Qualifications
What we seek:
· Demonstrated passion for the Financial Planning profession
· Creative thinker and contributor to improving the organization
· Bachelor’s degree from accredited institution, preferably in Financial Planning (Masters preferred)
· Obtained or working towards CFP® certification
· Strong financial and analytical skills
· Strong persuasive and interpersonal skills
· Ability to identify, meet and follow through with client needs and requirements
· Self-starter, problem solver, and a goal-oriented team player
· Able to work independently, organized, and strong attention to detail
· Confidence when dealing with clients and the Senior Planners
· Ability to write clearly and concisely
· Knowledge of Microsoft Office suite. Experience with Money Guide Pro, Salesforce, ProTracker, and any other tools.
Position perks:
· Competitive salary with career track
· Health insurance, dental and vision available
· 401k, with annual employer contribution
· Educational reimbursement (continued education, conference attendance, training budget, etc.)
· Paid professional dues
· Mentorship and learning opportunities in a collaborative team environment
Please use the following link to apply for this position:
https://ogorek.topgradingonline.com/job_openings/financial-advisor-associate?utm_campaign=direct_links&utm_medium=job-boards&utm_source=financial-advisor-associate-owm-website