Private Client Financial Associate

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 committed 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
• Private Client Financial Associate will work in conjunction with a Senior Financial Advisor to determine the needs of clients and to manage, provide advice and recommendations that best meet their needs.

Responsibilities

• Assess clients’ assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives
• Create and implement financial planning solutions
• Generate investment policy statements and provide portfolio analysis
• Maintain and implement client investment portfolios
• Prepare and deliver financial planning recommendations and analysis
• Participate in client and prospect meetings
• Work with client service department for ongoing client management
• Interact with clients’ CPAs, attorneys and insurance professionals
• Assist with data gathering and analysis projects
• Embodies Greenspring’s Core Values and Vision

Job Requirements

Industry/Business Experience

• Minimum of 3 years of financial services experience. FINRA Series 65 or 66 a plus.

• Bachelor’s degree required. Advanced degree a plus. Enrolled in or completion of the Certified Financial Planner (CFP), CFA, CPA, CIMA designations or equivalent a plus.

Skills and Knowledge

• Detail-oriented and methodical; critical thinking and process oriented
• 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
• Ability to excel in a fast-paced, changing environment
• Willingness to take initiative and problem solve
• Strong organizational skills with a proven ability to multi-task and manage multiple ojects
• Excellent oral and written communication skills, as well as presentation skills
• Self-starter who is assertive, proactive, independent, flexible and accommodating
• Experience in most Microsoft Office applications. Comfortable learning and navigating new technology and software applications. Experience with Salesforce, eMoney, and/or Tamarac a major plus

Send your resume to careers@greenspringadvisors.com

Firm Profile

Greenspring Advisors is a fee-only, independent advisory firm. We manage over $3 billion for approximately 450 families and institutions across the country. For nearly 15 years we have been incredibly fortunate to work with great clients, build an awesome team and give back hundreds of thousands of dollars to the communities in which we live and work through our Greenspring Charitable Fund and Greenspring Grant Program. At Greenspring, we have much to be grateful for and while a lot has changed since the beginning, one thing has remained constant – our clients come first.

Greenspring is consistently ranked as one of the country’s leading independent advisory firms. We look to hire talented individuals with leadership potential, integrity, a sharp analytical mind, creativity, and the ability to work interdependently with others. We recently were awarded by both Investment News and The Daily Record as a “Best Place to Work”. We offer a competitive compensation package including:

• Health, Dental and Vision Insurance
• Health Savings Accounts
• 401(k) Plan with employer match and discretionary profit sharing contributions
• Generous Paid Leave & Vacation Allowance
• Annual professional development stipend for continuing education, courses, conference attendance, etc.
• Stand-up desks, dual computer monitors, monthly social events and volunteer hours