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:
Candidate’s strengths will include but not limited to:
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™, GDX360®, MoneyGuidePro, eMoney, or other financial planning software is extremely valuable.