The Guidance Specialist will be working directly with our guidance team that supports each of our regional offices, and will be responsible for aiding in the preparation of client deliverables, support to our regional offices, and research on new planning initiatives.
Job duties will include:
Data integrity and input into financial planning and investment management software
Updating and management of various guidance metrics in SalesForce (CRM system)
Data management and manipulation of client data in various systems
Preparing and tracking various planning documents for our regional firms
Web / video / phone conferencing with regional firms discussing implementation of guidance
Client relationship development and management, including ongoing and regular client contact and communications
Client service, including planning updates, portfolio changes and reviews, returns and new opportunity identification
Client management, including coordination of complete financial planning and wealth management (analysis, estate planning, tax expertise for assets under management and portfolio review)
Acts as a subject matter expert for financial planning and modeling to regional offices and corporate
Responsible for creating and maintaining software and financial planning training documents and how-to guides
Assists regional offices with client support by educating offices and periodically participating in client engagements
Assists corporate with various company initiatives to provide growth, sustainability, and organizational continuity
Providing essential planning support and expertise to regional offices to ensure offices are able to maintain consistent standards on client deliverables
Responsible for all software audits both monthly and quarterly
Assist with various data entry projects
Responsible for completing and maintaining various logs and reports
Document department meetings as needed.
Responsible completing various portfolio updates.
Candidate’s strengths will include but not limited to:
A positive attitude
Highly personable with good listening skills
Ability to multi-task in a fast-paced environment
This role is vitally important and requires an individual who is motivated, eager to learn and has a mentality of ownership. The candidate should be on a financial planning track with a goal of obtaining the Certified Financial PlannerTM designation. Experience with Albridge, SalesForce, Envestnet, Morningstar™, Financeware™, MoneyGuidePro, eMoney, or other financial planning software is extremely valuable.
A bachelor’s degree from an accredited university, preferably with a CFP® Program
Experience with retirement, tax, estate, insurance planning ideal
Proficiency with Word, Excel, PowerPoint, Outlook, and various financial planning software
Strong analytical and planning capabilities, detail-oriented with a high degree of accuracy
Excellent communication and listening skills
Client first attitude
Team player, collaborative, and able to work with and through others
Founded in 2005 by Joe Duran, United Capital is the first and largest Financial Life Management firm, with more than 80 offices nationwide and more than $16 billion in assets under management.
A financial adviser should help you answer the most important questions: “Am I OK?” and “Can I live the life I want?” That philosophy inspired us to create United Capital — and it’s what continues to driv...e us today. Our Financial Life Management approach goes beyond traditional financial planning and investment management by incorporating your ideal life to give you complete clarity, confidence and control in your financial life.
We’re here to improve people’s lives by bringing truth, understanding and discipline to the financial choices they make every day. We’ve created simple, yet powerful tools and processes to uncover the “why” behind your money. From there, we tailor advice, a financial plan and an investment strategy to help you meet your life goals — not just your financial goals.