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Producer Assistant

Beloit, WI 53511

Posted: 03/11/2024 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.
2. Data Organization and Preparation:
  • 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.
3. Financial Planning Input, Analysis, and Output:
  • 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.
4. Follow-Up and Client Services:
  • 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.
5. Compliance and Documentation:
  • 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.
6. Technology and Software Utilization:
  • Use and implement various financial industry tools, including Morningstar, S&P, Salesforce, Paperclip, eMoney, Asset Map, Excel, Teams, and Outlook.
Qualifications: 1. Background and Experience:
  • 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.
2. Skills and Attributes:
  • 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.
3. Personal Attributes:
  • 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.
Please apply directly to the Assistant to Wealth Management and Financial Planning Director role or contact Rachel at 815-997-1417 or with any questions.

Meet Your Recruiter

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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