Senior Financial Analyst supporting financial planning, reporting, and inventory analysis at First Book. Collaborating across teams to strengthen reporting systems and inform strategic decision - making.
About the role
- Associate Director supporting financial wellness for retirement plan clients at Compass Financial Partners. Engaging with participants to enhance their financial security and develop new business opportunities.
Responsibilities
- Provide support and enhanced value to participants of our Institutional Retirement Plan (401(k); 403(b); pension; non-qualified) clients
- Drive revenue and profitability, develop new business opportunities, and improve/maintain client relationships
- Meet with retirement plan participants 1:1 to enhance their financial wellness and security
- Produce and facilitate group meetings for our institutional clients
- Develop and deliver strategic participant education and communication programming – design annual education plans; prepare content; conduct individual & group meetings; and track all metrics
- Retirement plan participant point of contact and retirement readiness coach – respond to participant inquiries; communicate with participants by phone/in-person while utilizing a variety of computer software & systems to assist in identifying action steps to reach retirement goals; serve as a retirement income specialist (retirement projections, financial plans, investment selection guidance, distribution planning)
- Support the development and implementation of custom designed, full-scale financial wellness programs for our clients
- Collaborate with the Director, Financial Wellness, Communications and Education Strategy on all financial wellness deliverables and programming
- Implement the servicing of the executive financial planning program to existing Compass clients; and help cross-sell program to other MMA Mid-Atlantic clients
- Project related support including content creation and development, process improvement, and documenting processes and procedures to create efficiencies across the team
- Stay abreast of current market, industry and legislative issues & trends
Requirements
- Three (3) to Five (5) years of industry experience
- Series 65 registration or willingness to successfully complete within 60 days
- Certified Financial Planner (CFP) designation
- Other industry designation(s) (CRPC, RIPC, AIF, CRPS, QPFC)
- A student of the industry with demonstrated confidence of topical knowledge
- Willingness and capability to travel on a regular basis; work outside the scope of normal business hours as needed for client engagements
- Experience successfully managing and cultivating business relationships with clients, plan participants
- Enjoys self-motivating each day, organizing and prioritizing tasks and deliverables with minimal supervision and works well under tight deadlines
- Possesses a drive for results through accountability and execution
- Excellent written and oral communication skills – enjoys delivering lively, entertaining employee education meetings that are interesting, relevant, accurate and concise
- Motivated self-starter and innovator, must enjoy working independently in a team environment
- Fluent in Spanish
- Legal work authorization to work in the U.S. on a permanent and ongoing basis without the need for sponsorship now or in the future
Benefits
- Generous time off, including personal and volunteering
- Tuition reimbursement and professional development opportunities
- Hybrid work
- Charitable contribution match programs
- Stock purchase opportunities
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
Finance Manager overseeing financial programs and initiatives with Mohawk Industries, a global flooring leader, ensuring alignment with business goals and driving successful financial outcomes.
Sr Finance Analyst at Mohawk Industries analyzing financial data and supporting capital resource decisions. Collaborating with diverse teams to resolve operational issues and ensure compliance with financial regulations.
Financial Reporting Analyst in Financial Reporting services for BASF in Kuala Lumpur. Preparing financial reports, ensuring compliance, and supporting financial analysis processes.
Intern role in financial modelling and due diligence at Sapling Financial Consultants. Collaborate with consulting team to deliver financial models and analyses for clients.
Financial Planner delivering high - quality financial advice to clients at Radiant Financial Planning. Engaging clients, building relationships, and providing tailored financial planning support.
Investment Banking Associate executing public equity offerings and mergers & acquisitions at Baird. Collaborating with senior bankers and clients to drive financial advisory services across sectors.
Researcher specializing in Executive Search for finance executives in Chicago. Collaborating with consultants to deliver strategic human capital solutions for multiple clients.
Researcher for Executive Search at Egon Zehnder, a leadership advisory firm. Guiding teams in market research and candidate solutions with a focus on quality and strategy.
Financial Center Manager overseeing daily operations of a financial center and leading a team towards client goals. Instilling a client - centric culture and ensuring operational excellence while managing financial services.