Wealth Planner Job at The Gleason Group, Prospect, KY

d1VuSGw3bkJOaHYra3N0UzVkTy9tTEQ4eHc9PQ==
  • The Gleason Group
  • Prospect, KY

Job Description

Location: Prospect, Kentucky

About Us: The Gleason Group is a financial life management company that provides financial planning, wealth management and family office services to high net worth and ultra-high net worth families, business owners and entrepreneurs. We provide guidance in all areas of our client's lives. If you love helping people and have a passion for financial planning, this is THE role for you. Apply now and come join our team!

We’re straightforward, completely committed... and absolutely love what we do.

Position Summary: This position is ideal for an energetic self-starter with a passion for helping people. Our ideal candidate has a high attention to detail and possesses strong organizational and problem solving skills. But most importantly, you've got to be a team player who is passionate about financial planning and enthusiastic about helping people.

Primary Responsibilities

  • Passionate client advocate & problem solver
  • Help meet client needs seamlessly and expeditiously
  • Assist advisors with planning and prep for meetings
  • Participate in client meetings and take detailed notes
  • Review statements, estate docs & insurance policies
  • Prepare insurance reviews, analytics and presentations
  • Prepare net worth statements for ultra wealthy families
  • Collaborate w/ CPA's, estate planners and other professionals
  • Input data into planning and CRM software programs
  • Use software to model hypothetical scenarios
  • Ensure portfolios are aligned with client objectives
  • Assist in 401k plan reviews and participant education
  • Cultivate strong relationships with clients

In addition to the above, you'll have the opportunity to work on special projects and perform duties that may vary from what is listed above, but are consistent with our overall advisory business.

Qualifications

  • Certified Financial Planner (CFP®) or CFP candidate is ideal
  • Bachelors Degree in Business, Finance, or related field
  • An understanding of integrated financial planning
  • Including estate, tax planning and risk management
  • Highly professional in all aspects of client service
  • Strong written and verbal communication skills
  • Self-starter & passionate
  • Energetic with a positive attitude
  • Work well with people
  • Enjoy being part of a team
  • Strong organizational and problem-solving skills
  • Experience w/ MoneyguidePro is +
  • Proficient in Word, Excel, PowerPoint and Outlook
  • Quick to learn new technology
  • Effective time management skills

What We Offer

  • Competitive Compensation
  • Opportunity for additional bonuses
  • Opportunity for advancement
  • Unique office setting and culture
  • No travel
  • Consistent 8:30am to 5pm schedule
  • 6 weeks paid time off
  • Full suite of healthcare benefits
  • Gg pays 100% of employee healthcare
  • 401k match of 5% of compensation
  • Support educational opportunities

Job Tags

Similar Jobs

Golden Bear Insurance Company

Casualty Underwriter Job at Golden Bear Insurance Company

 ...Primary Casualty Underwriter E&S Insurance Carrier About Us Golden Bear Insurance Company is a leading Excess & Surplus (E&S) lines carrier specializing in innovative and customized insurance solutions for complex and hard-to-place risks. With a strong market... 

Hightop Health

Psychiatric Nurse Practitioner Job at Hightop Health

 ...positive and supportive culture, allowing practitioners to truly thrive in their practice so...  ...we have created an environment in which psychiatric physicians can practice the best...  ...Board-Certified Psychiatric Mental Health Nurse Practitioner in an outpatient setting... 

SCA Health

Organizational Effectiveness Coordinator Job at SCA Health

Today, SCA Health has grown to 11,000 teammates who care for 1 million patients each year and support physician specialists holistically in many aspects of patient care. Together, our teammates create value in specialty care by aligning physicians, health plans and...

California Community Credit Union

Accounting/Back Office Assistant Job at California Community Credit Union

 ...Accounting/ Back-Office Assistant (Full-Time - Sacramento)(One position) Back Office Clerk Qualifications: Position requires at least two years of previous credit union back-office or accounting experience. You will not be considered if you do not have at least... 

LVI Associates

Environmental Field Scientist Job at LVI Associates

 ...~ Bachelor's degree in Environmental Engineering, Civil Engineering with an environmental concentration, Environmental Science, Geology, or a related field. ~2 to 5 years of relevant work experience. ~ Strong technical education, professional demeanor, and a desire...