Why you will thrive in your career with Eaglerock Financial.
While we may work mostly with numbers, our firm is all about people. At Eaglerock Financial, you will help individuals, families, and small businesses with financial planning, investment, and tax strategies to help them work toward their financial goals.
The Associate Financial Planner position requires a motivated, entrepreneurial mindset with an eagerness to learn the ins and outs of tax and financial planning and investment management with the desire to grow into a Financial Planner position at our firm. You will have the ability to grow at your own pace, all while being supported through mentorship opportunities and the firm’s administrative and marketing functions. We use the latest tax and finance software to develop streamlined financial planning strategies for clients and to help them manage their financial goals.
You will use your education and expertise to help people understand their money situations and gain more confidence and security in their financial lives.
This opportunity is more than just a career. It’s a lifestyle. You will be in control of taking your career in the direction you’d like it to go. The Associate Financial Planner will assist advisors in managing client work and business development opportunities, where your commitment, time, and effort will be an indicator of income potential. Base pay is commensurate with experience.
Job Description:
- Assist advisors with portfolio analysis, creating and implementing client financial plans, and reviewing portfolio allocations.
- Utilize investment research technology to perform research and analysis.
- Support advisors with investment proposals and leverage technology to generate comprehensive financial planning reports for clients.
- Assist with financial planning reviews and tax strategy plans.
- Proactively gather necessary information for account establishment and money movement requests.
- Proactively establish new relationships and participate in networking and marketing initiatives to build business and promote brand.
- Interest in gaining an understanding of tax and financial planning strategies to elevate client experience and build a well-rounded background in both disciplines.
Qualifications:
- Bachelor’s degree from accredited college or university in Finance, Math, Economics,
or related field - Strong knowledge of Microsoft Office applications
- Reputable, trustworthy, and high ethical standards
- Strong work ethic, self-motivated, goal oriented
- Seeking an entrepreneurial growth opportunity
- Strong listening and communication skills; committed to personal growth
- Committed to high-level client services with a passion for helping others become educated about their money situation
- Ability to prioritize and manage time efficiently
- Driven to build and expand personal network to cultivate relationships
- Previous financial experience not required but is beneficial
About Eaglerock Financial:
Eaglerock Financial is an independent wealth management firm in Newburyport, MA with representatives who provide fee-based advisory services through LPL Financial. Eaglerock is committed to helping clients work toward their financial goals through a holistic, well-rounded approach rooted in objectivity, education, and empowerment. Eaglerock offers a full suite of quality services, including comprehensive money management, tax planning, financial and insurance advisory services, and full debt and budgeting analysis.
Please forward your resume and other pertinent information to Stu Steinberg, CFP, MBA, CPA at stu@eaglerockfinancial.net. We look forward to talking with you.