Role OverviewJoin the Buckeye Capital Advisors team as a Senior Wealth Planning Associate, responsible for crafting financial plans and delivering personalized wealth management advice to clients. This role requires deep knowledge of financial planning concepts and tools, as well as excellent communication and problem-solving skills.
What You Will Do
Gather and analyze data, develop financial planning recommendations, and implement portfolio management. Profile clients to identify investment and lending needs, and coordinate the delivery of investment, fiduciary, and lending solutions.
Why It Might Be a Fit
This role is ideal for individuals with 2+ years of experience in financial planning, a CFP, Series 7, 63, and 65 (or 66) licenses, and a bachelor's degree. Advanced analytical and problem-solving skills, as well as expertise in financial planning software, are also required.
Requirements
- 2+ years of experience in financial planning
- Professional Licenses: CFP, Series 7, 63 and 65 (or 66)
- Bachelor’s degree
- Expert knowledge in financial planning topics, concepts, and strategies
- Advanced analytical and problem-solving skills
- Strong interest in financial planning and investment management
- Advanced knowledge and hands-on experience using financial planning software (Ideally MoneyGuide)
Benefits
- Paid Parental Leave
- Paid Time Off
- $2,000 referral bonus
- Professional Development Assistance Plan
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