Job Description

Blumark Financial Advisors is looking for a goal-oriented individual to join our Financial Planning team. We are a boutique firm offering holistic solutions to assist our clients in attaining their long-term financial goals. If you are growth-minded and looking to develop your career while assisting clients in their growth, we are the firm you want to join.

RESPONSIBILITIES:

• Build, maintain, and update financial plans using MoneyGuide Pro
• Follow up with new clients to ensure planning process goes smoothly and in a timely manner
• Sitting and participating in client meetings
• Help advisors build out financial planning scenarios in MoneyGuide Pro
• Troubleshoot issues and broken links with MoneyGuide Pro and provide solutions
• Assist in the new client onboarding process
• Creating financial plan deliverables

QUALIFICATIONS:

• Minimum bachelor’s degree in finance or related area; or equivalent experience
• Experience with MoneyGuide Pro and Wealth Studios preferred
• Financial certifications such as a CFP; BFA, ChFP, etc. would be considered an advantage
• Strong skills with MS Office Suite, Salesforce or similar CRM software will be mandatory
• Demonstrable organizational skills and the ability to multi-task is required
• Attention to detail
• Strong communication skills both written and verbal
• Coachable, positive attitude, and enthusiasm for servicing clients and helping them reach their financial goals

“We are an Equal Employment Opportunity (“EEO”) Employer.

It has been and will continue to be a fundamental policy of Blumark not to discriminate on the basis of race, color, creed, religion, gender, sexual orientation, age, national origin, veteran or military status, or any other characteristic prohibited by federal, state and/or local laws.

An Ameriprise Financial franchise. Products from RiverSource® and Columbia Thrcadneedle Investments am offered by affiliates of Ameriprise Financial Services. LI.C:. Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser. Ameriprise Financial Services, LLC. Member FINRA and SIPC

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