Associate Financial Planner

Williams Asset Management
Columbia, MD
Apr 20, 2017
Apr 21, 2017
Full Time
ParaplannerWe are a service-oriented wealth management firm providing an array of services ranging from investments to insurance and retirement services. Our office is located in Columbia, MD and provides a comfortable professional work environment. Our office culture is friendly and relaxed without sacrificing the quality of our results. As an independent financial firm, we value independence and maintain the highest professional standards. We are seeking an analytical staff person to research funds, understand a client's portfolio, assist our advisors in providing in-depth financial plans, and help prepare for client reviews. ResponsibilitiesMaintain and track client performance reportingResearch funds and make recommendations to advisorService client accounts and answer client questions on their portfoliosDistribute and maintain client quarterly performance reportingTroubleshoot reporting issues with the back officeMonitor, track, and input fund cost basisRebalance and input trades on client portfolios as necessaryAnticipate advisor's needs and handle them proactivelyOversee investment models and participate on Investment Committee Qualifications 3-5+ years in the financial services industry, preferably in a research, paraplanner or investment analyst role FINRA Series 7 and 63 securities registrations Certified Financial Planner(TM) professional or Chartered Financial Analyst designation BA/BS in economics, accounting, or finance Proficiency with various research programs, such as Morningstar(R) Advisor WorkstationSM Proficiency with MoneyGuidePro planning software a plus Proficiency with Microsoft Excel Registered ParaplannerSM (RP(R)) designation a plus Familiarity with National Financial Services (NFS) a plus Company Description: Founded in 1994, Williams Asset Management is an award-winning, privately-owned investment advisory services and wealth management firm, located in Columbia, Maryland. We provide independent and objective financial advice to a wide array of affluent individuals and families.

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