Successful financial practice is seeking a self-starter with an entrepreneurial spirit to join our team. This is an exciting opportunity to join a small financial practice in a period of growth. The candidate joining this team will be a key member in the firm’s expansion and will have the opportunity to grow and advance within the company if desired.
Our growing and successful financial practice is seeking an individual with experience in accounting/financial services/personal finance to function as a case development and planning associate. Candidates should be highly organized, masters at efficiently executing processes, and comfortable interacting with high-net-worth individuals and professionals.
Prepare financial plans – Data gathering, evaluation, organization, and input. Process handling of individual product solutions (run planning software and facilitate interaction with support groups).
Communicate with clients regarding their financial situations and objectives.
Prepare strategic documentation for client appointments.
Interact with prospective clients through appointments and working sessions.
Utilize financial planning software to gather, input, organize, and evaluate data (i.e., client financial statements and relevant documents), and prepare the following financial recommendations for the client:
Summaries of the client’s goals and objectives, cash flow and balance sheet, and financial gaps.
Summary of miscellaneous financial planning techniques the client should be aware of or consider.
Calculations summarizing the client’s risk management needs, including disability and life insurance.
Calculations summarizing the client’s liquidity and survivor’s income needs in the event of a premature death.
Prepare final reports, analyses, and proposals (with financial advisor’s guidance and supervision) for periodic client appointments, as well as managing and scheduling these appointments.
Support current clients by updating their financial plans and profiles through enhanced reporting on their continued needs and develop presentation materials for business reviews.
Ability to understand financial planning concepts, recognize/read personal and corporate financial documents, take direction, “brainstorm” with financial advisor, and facilitate interaction with outside resources.
Strong analytical skills with background in computer systems, mathematics, economics, or finance preferred.
Excellent listening, oral, and written communication skills, including presentation and interpersonal skills.
Ability to communicate persuasively and effectively to a wide range of clients.
Strong client-focus with ability to independently and proactively analyze and resolve customer service issues in a timely manner.
Four-year college degree in Finance, Accounting or Math.
1 years experience working on financial plans, investment background (mutual funds, annuities) or life insurance concepts.
CA Insurance Poducer License, required or must be obtained upon hire.
FINRA Series 7, 63 and 65, or 66 a plus, or willingness to acquire them.
Prior work experience in the Investment Advisory business preferred.
The Bondar & Associates team wants you to join our team as the Marketing and Business Development Coordinator. If you possess an entrepreneurial spirit and are eager to make a significant impact within the financial services sector, we invite you to join our team. Take the next step in becoming part of our mission to empower families and shape financial futures.
At Bondar & Associates, we're more than a financial services firm – we're a partner in securing families' financial futures. With a focus on Financial Planning, Insurance, Wealth Management, and Investments, we're committed to forging lasting relationships that go beyond transactions. Our multi-generational approach empowers families to make informed financial decisions.
We're seeking an enthusiastic Marketing and Business Development Coordinator to join our team at our Sacramento, CA office. This is a Part-Time role with potential to grow into a Full-Time position. The role requires you to proactively engage with HR/Learning & Development managers, business owners, and other stakeholders to schedule educational financial service webinars. In addition, you will help cultivate our company's presence through various channels, including social media, website management, and event coordination. This position is primarily on-site; however, there is potential for a hybrid work arrangement based on performance and business needs.
Identify and establish relationships with HR/Learning & Development managers, business owners, and relevant contacts for hosting educational financial service seminars.
Assist in securing speaking opportunities for our knowledgeable experts.
Conduct market research to identify potential leads, new markets, and strategic events. LinkedIn Sales Navigator experience.
Manage content across our social media profiles, as well as oversee website updates to uphold a positive company image.
Engage with contacts through email, phone calls, and social media, maintaining consistent and timely communication.
You are highly motivated and proactive
You're an independent self-starter
You are a quick learner with strong organizational skills
You are detail-oriented and reliable
Base pay starts at $20.00/hr
Commision
Discresionary bonuses
You have experience with building long-lasting business relationships
You are a self-starter who is eager to build a career in the financial services industry
You previously coordinated events or workshops in person and virtually
New York Life is an Equal Opportunity Employer - M/F/Veteran/Disability/Sexual Orientation/Gender Identity.