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FurstStaffing
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USD
50000
70000
YEAR
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Rachel Thomann
Producer Assistant
Posted: 03/11/2024
2024-03-11
2024-07-24
Employment Type:
Permanent
Industry: Accounting & Finance
Job Number: R 880687311
Pay Rate: $50000-70000 / year
Job Description
Assistant to Wealth Management and Financial Planning DirectorResponsibilities:1. Client Relationship Management:
- Onboard new clients, ensuring CRM profiles are initiated and updated.
- Record client communications and new information in the CRM.
- Conduct face-to-face, telephone, and virtual client meetings.
- Assist with webinars, special events, and seminars.
- Gather private and confidential financial data from various sources.
- Organize and prepare for plan updates, evaluations, reviews, meetings, and presentations.
- Collect and integrate information from investment accounts, assets, insurance, and new business proposals.
- Collect and input financial data.
- Construct multiple planning scenarios.
- Create reports and analyze data to generate financial plans.
- Assess and compare plan output to client goals and objectives.
- Regularly update financial plans for client meetings.
- Conduct follow-ups for client meetings, advisory reviews, and planning meetings.
- Monitor, schedule, and complete client services.
- Follow through on tasks, paperwork, and service initiation for insurance, annuities, and investment accounts.
- Maintain compliance documentation and procedural processes.
- Track compliance-related tasks such as Financial Planning Agreements and Payment of Fees.
- Manage processes related to RMD tracking, systematic withdrawals, and 401(k) services.
- Use and implement various financial industry tools, including Morningstar, S&P, Salesforce, Paperclip, eMoney, Asset Map, Excel, Teams, and Outlook.
- College education with financial industry, accounting, or legal experience.
- Ideal candidate holds life and health licenses, with series SIE, 63, and 66 registrations (or committed to obtaining them).
- Detail-oriented professional with the ability to learn sophisticated planning software and financial tools.
- Excellent verbal and communication skills.
- Strong analytic and problem-solving skills.
- Capable of understanding financial planning and wealth management concepts.
- Demonstrated commitment to professional education and development.
- Trustworthy with a commitment to privacy and confidentiality.
- Strong professional work ethic and desire for continuous professional education.
- Exemplifies professionalism in the financial services industry.
- Believes in the comprehensive financial planning process and its impact on clients' lives and goals.
Meet Your Recruiter
![](https://cdn.haleymarketing.com/images/team-members/631/thumbs/teammember_thumb_small2x_square-FD9FFDEF-24EA-315D-A1A1-AC3DF6DA6D3A.jpg)
Rachel Thomann
VP, FurstProfessionals
Year Started: 2011
I wanted to be a physical therapist when I grew up.
Favorite Quote:
“My wish for you is that you continue. Continue to be who you are, to astonish a mean world with your acts of kindness.” – Maya Angelou
What do you enjoy most about your work?
It’s so rewarding to meet great people and match them up with our clients’ needs!
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About Beloit, WI
Ready to embark on a new career adventure in Beloit, Wisconsin? Explore our job opportunities today and discover the charm and growth this vibrant area has to offer. Situated along the beautiful Rock River and just a stone's throw away from the breathtaking Horace White Park and the historic Beloit College campus, Beloit is a bustling city brimming with opportunities. With a thriving arts scene, including the Wright Museum of Art and the Beloit Fine Arts Incubator, as well as delicious local cuisine like the famous butter burgers at the Beloit Club, this town has something for everyone. Join us in Beloit, where professional growth and small-town charm converge to create the perfect backdrop for your career journey.
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