Financial Planning Assistant


JOB REQUIREMENTS: This position is intended for individuals who may be
partially credentialed and are interested in completing all Broker
Dealer required licensing as well as firm training in order to become an
Associate Financial Advisor (AFA). Serve as a Relationship Manager for
an existing group of clients by providing advice and guidance to help
clients achieve their goals. Help to grow the firm by increasing AUM
with existing book (and through organic growth by acquiring new
clients). Identify financial planning needs and discuss the benefits of
comprehensive financial planning with clients. Review investment
performance of overall portfolios, identify rebalancing needs and
provide suitable recommendations aligning with clients risk tolerance,
timeframe and goals. Provide client relationship support through
managing, gathering and analyzing client data, helping prepare financial
plans and other client deliverables, working with clients to resolve
issues and other practice management tasks, as needed. Responds to ad
hoc requests and complete other tasks/projects as assigned by the CEO.
Competencies and Talents: Well organized and must pay attention to
detail and ability to meet deadlines Competency inMicrosoft Office
Suite including Word, Excel, Teams and Outlookand skillful navigation of
web browsers including Edge and Chrome. Strong verbal/written
communication and interpersonal skills Works well independently with
little direct supervision, as well as in a team environment Ability to
solve practical problems and deal with a variety of concrete variables
in situations where only limited standardization exists Ability to
interpret a variety of instructions furnished in various formsFirm
Expectations Firm Expectations: Employees are expected to exhibit the
Core Values of the firm: WOW!, Initiative & Effectiveness,
Resourcefulness, Team-Minded and High Standards (of Self and Others)
Employees are expected to positively represent the firm to clients,
affiliates, and other individuals with whom they come in contact.
Employees are expected to adhere to professional ethical standards that
define appropriate treatment of clients, define best practices in the
financial services industry, and are specified by the professional
groups or agencies governing the issuance of their respective licenses
and/or credentials. Employees are expected to attend company and/or
team meetings as required. Employees must sign and adhere to the
policies contained in the HFG Employee Handbook. Employees are strongly
encouraged to contribute to and participate in the community, in ways
consistent with their talents and gifts. OTHER EXPERIENCE AND
QUALIFICATIONS: 2 years of related industry experience – Required
APPLICATION INSTRUCTIONS: E-Mail a Rsum: Other: Please include a cover letter with the
resume upon submission via email