Private Client Financial Associate

Location:  Paramus, New Jersey

Purpose

At Greenspring, our Core Purpose is to “improve lives by helping people make better decisions for themselves and those who depend on them” and we are looking for talented people who share this passion. Working at Greenspring gives you the ability to:

• Own Your Future with defined career paths and tools, coaching and support to help you create the future you want
• Be Part of a Great Culture where you’ll be a part of a team of people who are committee to each other’s success
• Make a Lasting Impact on the lives of our clients and through the camaraderie of working for a common goal with your peers

The Financial Associate will work in conjunction with their assigned Lead Advisors to determine the financial needs of clients and to provide advice and make recommendations on products and services that best meet their needs. Duties include assessing clients’ assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives to establish investment strategies. The candidate will be servicing the clients of Lead Advisors at the firm.

Responsibilities

• Ensures the highest standards for serving both clients and lead advisors.
• Creates financial planning models by analyzing a client’s cash flow, net worth, tax returns, investment statements and estate planning documents.
• Implements Greenspring’s client service model for all of the lead advisor’s clients they work with (scheduling meetings, generating reports, follow-up with client and outside advisors, and implementation of tasks).
• Attends client and prospect meetings with lead advisor.
• Lives out and displays Greenspring’s Core Values and Vision

Specific Measures of Success

• Licensing: hold the CFP, CFA or EA designation during tenure as a Financial Associate, or working towards completion of certification
• Ensures that greater than 95% of clients have had firm contact within last 90 days
• Client Net Promoter Score (NPS) is 75 or higher
• All clients are asked to schedule an Annual Review Meeting with their lead advisor
• Greater than 95% of client portfolios are “in-balance” using our in-house rebalancing program
• Average Associate Review Score from their lead advisor(s) is greater than 4 out of 5 (Lead Advisor survey of Associate’s skill in attention to detail, creative problem solving, meeting deadlines, self-starter, and technical abilities)
• Quickly responds to requests and resolves open tasks according to practice group standards

Industry/Business Experience

Minimum of 3 years of experience working in financial services

Education

Bachelor’s degree required. Certified Financial Planner designation preferred, or near completion of certification.

Skills and Knowledge

• Focus on client needs and customer service at all times
• Detail-oriented and methodical
• Follows up and follows through
• Strong organizational skills with a proven ability to multi-task and manage multiple projects
• A team player with good interpersonal skills and the ability to work collaboratively across departments, in addition to the ability to be highly relational with clients
• Excellent oral and written communication skills, as well as presentation skills
• Demonstrated analytical skills, problem-solving abilities, and attention to detail
• Ability to excel in a fast-paced, changing environment
• A self-starter who is assertive, proactive, independent, flexible and accommodating
• Expert in most Microsoft Office applications. Comfortable learning and navigating new technology and software applications. Experience with Salesforce and/or Tamarac a major plus.