Manage data and plans in financial planning software (eMoney Advisor) * Responsible for client meeting preparation and follow-up, including assembling requisite paperwork, account reviews, report ...
60 Emoney Advisor Jobs Hiring Near You
Manage data and plans in financial planning software (eMoney Advisor) * Responsible for client meeting preparation and follow-up, including assembling requisite paperwork, account reviews, report ...
Manage data and plans in financial planning software (eMoney Advisor) * Responsible for client meeting preparation and follow-up, including assembling requisite paperwork, account reviews, report ...
Quick apply
Manage data and plans in financial planning software (eMoney Advisor) * Responsible for client meeting preparation and follow-up, including assembling requisite paperwork, account reviews, report ...
Manage data and plans in financial planning software (eMoney Advisor) * Responsible for client meeting preparation and follow-up, including assembling requisite paperwork, account reviews, report ...
Manage data and plans in financial planning software (eMoney Advisor) * Responsible for client meeting preparation and follow-up, including assembling requisite paperwork, account reviews, report ...
Wealth Advisor (Producer)
Fort Worth, TX · On-site
$200K - $300K/yr
... eMoney Advisor and other planning toolsGuide the paraplanner team in plan preparation, portfolio design, and customized recommendationsPresent financial and investment recommendations to ...
Quick apply
Wealth Advisor (Producer)
Fort Worth, TX · On-site
$200K - $300K/yr
... eMoney Advisor and other planning toolsGuide the paraplanner team in plan preparation, portfolio design, and customized recommendationsPresent financial and investment recommendations to ...
Wealth Advisor (Producer)
Fort Worth, TX · On-site
$100K - $150K/yr
... finish utilizing eMoney Advisor and other planning tools Guide the paraplanner team in plan preparation, portfolio design, and customized recommendations Present financial and investment ...
Wealth Advisor (Producer)
Fort Worth, TX · On-site
$100K - $150K/yr
... finish utilizing eMoney Advisor and other planning tools Guide the paraplanner team in plan preparation, portfolio design, and customized recommendations Present financial and investment ...
Wealth Strategist
Stamford, CT · On-site
$150K - $190K/yr
Build and maintain comprehensive plans using eMoney Advisor, serving as the team's primary power user for the platform. * Develop detailed cash flow models for UHNW clients. * Coordinate modeling ...
Wealth Strategist
Stamford, CT · On-site
$150K - $190K/yr
Build and maintain comprehensive plans using eMoney Advisor, serving as the team's primary power user for the platform. * Develop detailed cash flow models for UHNW clients. * Coordinate modeling ...
Wealth Strategist
Manhattan, NY · On-site
$150K - $190K/yr
Build and maintain comprehensive plans using eMoney Advisor, serving as the team's primary power user for the platform. * Develop detailed cash flow models for UHNW clients. * Coordinate modeling ...
Wealth Strategist
Manhattan, NY · On-site
$150K - $190K/yr
Build and maintain comprehensive plans using eMoney Advisor, serving as the team's primary power user for the platform. * Develop detailed cash flow models for UHNW clients. * Coordinate modeling ...
Experience with Schwab Institutional, eMoney Advisor, Black Diamond, and other financial planning software tools, including CRM systems * Excellent verbal and written communication skills for working ...
Experience with Schwab Institutional, eMoney Advisor, Black Diamond, and other financial planning software tools, including CRM systems * Excellent verbal and written communication skills for working ...
Duties and Responsibilities - Complete client data-gathering, input data into financial planning software (eMoney), collaborate with L-Tax, estate, and trust colleagues, as well as advisors on plan ...
Duties and Responsibilities - Complete client data-gathering, input data into financial planning software (eMoney), collaborate with L-Tax, estate, and trust colleagues, as well as advisors on plan ...
Financial Advisor
Morristown, NJ · On-site
$200K - $250K/yr
Experience with eMoney Advisor, Orion, and Salesforce. * Experience working with Fidelity and Schwab. Key Competencies * Client-Centric Mindset: Ability to maintain and strengthen client ...
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Financial Advisor
Morristown, NJ · On-site
$200K - $250K/yr
Experience with eMoney Advisor, Orion, and Salesforce. * Experience working with Fidelity and Schwab. Key Competencies * Client-Centric Mindset: Ability to maintain and strengthen client ...
Financial Advisor
Morristown, NJ · On-site
$200K - $250K/yr
Experience with eMoney Advisor, Orion, and Salesforce. * Experience working with Fidelity and Schwab. Key Competencies * Client-Centric Mindset: Ability to maintain and strengthen client ...
Financial Advisor
Morristown, NJ · On-site
$200K - $250K/yr
Experience with eMoney Advisor, Orion, and Salesforce. * Experience working with Fidelity and Schwab. Key Competencies * Client-Centric Mindset: Ability to maintain and strengthen client ...
Experience with Schwab Institutional, eMoney Advisor, Black Diamond, and other financial planning software tools, including CRM systems * Excellent verbal and written communication skills for working ...
Experience with Schwab Institutional, eMoney Advisor, Black Diamond, and other financial planning software tools, including CRM systems * Excellent verbal and written communication skills for working ...
Experience with Schwab Institutional, eMoney Advisor, Black Diamond, and other financial planning software tools, including CRM systems * Excellent verbal and written communication skills for working ...
Quick apply
Experience with Schwab Institutional, eMoney Advisor, Black Diamond, and other financial planning software tools, including CRM systems * Excellent verbal and written communication skills for working ...
Financial Planning Manager
Fort Worth, TX · On-site
$90K - $115K/yr
... eMoney Advisor High attention to detail with a strong commitment to quality and accuracy Software Knowledge (Preferred) Redtail Pershing TD Ameritrade VeoOne Adhesion eMoney Riskalyze Microsoft 365 ...
Financial Planning Manager
Fort Worth, TX · On-site
$90K - $115K/yr
... eMoney Advisor High attention to detail with a strong commitment to quality and accuracy Software Knowledge (Preferred) Redtail Pershing TD Ameritrade VeoOne Adhesion eMoney Riskalyze Microsoft 365 ...
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Client Services Associate
Reston, VA · On-site
$62K - $75K/yr
Work with various programs including Microsoft Office, Tamarac, Emoney Advisor and more. Proficiency in Microsoft Office and previous experience in client servicing and operations at a financial firm ...
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Client Services Associate
Reston, VA · On-site
$62K - $75K/yr
Work with various programs including Microsoft Office, Tamarac, Emoney Advisor and more. Proficiency in Microsoft Office and previous experience in client servicing and operations at a financial firm ...
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Client Services Associate
Washington, DC · On-site
$62K - $75K/yr
Work with various programs including Microsoft Office, Tamarac, Emoney Advisor and more. Proficiency in Microsoft Office and previous experience in client servicing and operations at a financial firm ...
Quick apply
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Client Services Associate
Washington, DC · On-site
$62K - $75K/yr
Work with various programs including Microsoft Office, Tamarac, Emoney Advisor and more. Proficiency in Microsoft Office and previous experience in client servicing and operations at a financial firm ...
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Client Services Associate
College Park, MD · On-site
$62K - $75K/yr
Work with various programs including Microsoft Office, Tamarac, Emoney Advisor and more. Proficiency in Microsoft Office and previous experience in client servicing and operations at a financial firm ...
Quick apply
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Client Services Associate
College Park, MD · On-site
$62K - $75K/yr
Work with various programs including Microsoft Office, Tamarac, Emoney Advisor and more. Proficiency in Microsoft Office and previous experience in client servicing and operations at a financial firm ...
Be Seen First
Client Services Associate
Washington, DC · On-site
$62K - $75K/yr
Work with various programs including Microsoft Office, Tamarac, Emoney Advisor and more. Proficiency in Microsoft Office and previous experience in client servicing and operations at a financial firm ...
Quick apply
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Client Services Associate
Washington, DC · On-site
$62K - $75K/yr
Work with various programs including Microsoft Office, Tamarac, Emoney Advisor and more. Proficiency in Microsoft Office and previous experience in client servicing and operations at a financial firm ...
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Client Services Associate
Bowie, MD · On-site
$62K - $75K/yr
Work with various programs including Microsoft Office, Tamarac, Emoney Advisor and more. Proficiency in Microsoft Office and previous experience in client servicing and operations at a financial firm ...
Quick apply
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Client Services Associate
Bowie, MD · On-site
$62K - $75K/yr
Work with various programs including Microsoft Office, Tamarac, Emoney Advisor and more. Proficiency in Microsoft Office and previous experience in client servicing and operations at a financial firm ...
Be Seen First
Client Services Associate
College Park, MD · On-site
$62K - $75K/yr
Work with various programs including Microsoft Office, Tamarac, Emoney Advisor and more. Proficiency in Microsoft Office and previous experience in client servicing and operations at a financial firm ...
Quick apply
Be Seen First
Client Services Associate
College Park, MD · On-site
$62K - $75K/yr
Work with various programs including Microsoft Office, Tamarac, Emoney Advisor and more. Proficiency in Microsoft Office and previous experience in client servicing and operations at a financial firm ...
Associate Financial Advisor - Bergenn Financial Group
Hartford, CT • On-site
Full-time
Medical, Life, Retirement, PTO
Re-posted 20 days ago
Job description
Bergenn Financial Group is an independent financial planning & investment management firm in West Hartford, CT. We have a customer-centric, modern, and inclusive work environment.
Your role as an Associate Financial Advisor at Bergenn Financial Group is to manage relationships with clients, ensuring that they are receiving the highest level of customer service in line with our client service model. Growth opportunities are available to advisors who develop new business.
Essential Duties and Responsibilities
Knowledge, Skills, and/or Abilities
Requirements
Experience
Certificates, Licenses, Registration
Benefits
Paid time off
Retirement Plan with Matching Contribution
Group life and disability are available
Your role as an Associate Financial Advisor at Bergenn Financial Group is to manage relationships with clients, ensuring that they are receiving the highest level of customer service in line with our client service model. Growth opportunities are available to advisors who develop new business.
Essential Duties and Responsibilities
- Supports Lead Advisor on book of business, including managing client needs regarding service, asset allocation, case design, and financial planning
- Consult with clients on investment strategies based on individual financial and investment objectives; deliver advice and participate in client reviews
- Manage data and plans in financial planning software (eMoney Advisor)
- Responsible for client meeting preparation and follow-up, including assembling requisite paperwork, account reviews, report generation, and meeting documentation
- Identify sales and asset retention opportunities, including viable alternatives when traditional solutions may not apply
- Deepen client relationships and establish credibility and rapport both in person and via phone
- Clearly articulate complex concepts to customers
- Proactively communicating with clients and following up on all contacts assigned
- Ability to manage and prioritize multiple competing priorities daily in pursuit of business objectives
- Active engagement in marketing and sales efforts on behalf of the firm; not required to build own book of business
- Commitment to culture requires a demonstration of professionalism, accountability, customer/client focus, and teamwork
- Other duties as assigned
Knowledge, Skills, and/or Abilities
- Strong understanding of the financial services industry and diverse investment products
- Basic computer skills (Outlook, Word, Excel, and PowerPoint) are essential
- Proficiency in eMoney Advisor financial planning software is strongly preferred
- Excellent communication skills, both verbal and written
- Strong time management and organizational skills; able to work independently and effectively manage multiple tasks at once
- Ability to build relationships with clients and internal partners and influence others
Requirements
Experience
- The ideal candidate must have 2+ years of experience in the financial services industry with a strong understanding of broker/dealer operations and financial services products, including but not limited to: equities, bonds, ETFs, mutual funds, annuities, insurance, and managed accounts.
- The ideal candidate must have a minimum of $10mm in assets under management
Certificates, Licenses, Registration
- Must be fully licensed with a Series 7 & 66 or 7, 63 & 65
- Life & Health licenses preferred but not required.
Benefits
Paid time off
Retirement Plan with Matching Contribution
Group life and disability are available