Financial Planning Associate

Saratoga Springs, NY - Posted on: Thursday 06/02/16

Description

Financial Planning Associate – Entry Level Position with an opportunity to grow with the firm.  The position will be located in our Saratoga Springs office. Responsibilities include working with our custodian Charles Schwab, working to help onboard new clients, assist with existing clients requests and technology questions, helping advisors with financial planning and assisting portfolio managers to perform research and due diligence.

Responsibilities

  • Work with our custodian, Charles Schwab, to help on-board new client accounts
  • Execute client requests regarding transfers, distribution or changes to their accounts
  • Work with new and existing clients handling their requests
  • Develop strong relationships with both new and existing clients
  • Assist clients with client portal requests and other technology questions
  • Document client calls and meetings in CRM system
  • Assist advisors in their preparation for financial planning meetings
  • Assist our portfolio managers with research and due diligence
  • Manage and update our website and social media presence
  • Assist with managing client appreciation events
  • Assist with the firm’s marketing and charitable sponsorships 

Qualifications

  • Strong written and verbal communications skills
  • Strong organizational and technology skills
  • Team Players who is self-motivated
  • Excellent attention to detail and strong ability to follow a defined process
  • Ability to manage various projects
  • Excellent client service
  • Positive attitude
  • Undergraduate degree
  • CFP® designation and/or a plan to receive a CFP® designation is a plus

Bouchey Financial Group is a wealth management firm with offices in Troy and Saratoga Springs.  We work with individuals, families and businesses and we currently manage more than $275 million in assets for our clients.

To Apply:

Please e-mail your resume with a cover letter to Angie Gavin (agavin@bouchey.com)

We are an equal opportunity employer offering excellent benefits and opportunities for career advancement.