Team Lead - Financial Planning

Responsibilities: Work and collaborate with Wealth Advisor on investments, estate planning, retirement strategies and other financial planning topics. Guide high-income and high net-worth individuals towards their financial goals. Create investment and financial plans by utilizing financial planning software. Manage Advisor’s calendar and coordinate client prep work ensuring research and data gathering is complete and timely. Perform Risk profiling of client and recommend appropriate asset allocation strategies Perform constant review & rebalancing of client portfolios Coordinate strategy sessions with internal and external tax, estate, insurance professionals to ensure comprehensive client solutions Manages time and resources efficiently and effectively to bring compounding value and excellence to clients. Translate clients’ investment goals into meaningful business opportunities. Follow risk management practices by adhering to the company’s policies and procedures. Complete ad hoc projects as needed as per direction of the Wealth Advisor.

Criteria: MBA Finance (Preferred CFA/CA) Product knowledge of Fixed Income /Derivatives/FX/Real estate products/ Retirement products /401k plans/TAX Planning products Excellent Communication and interpersonal skills(Rating 8/10) Superior financial knowledge, including clear and thorough understanding of financial modeling and valuation techniques used by financial and investment professionals Internal experience serving US high net worth clients/firms in investment advisory & financial planning roles and/or worked in Wealth Management roles Worked in financial planning applications like emoney, MoneyGuidePro or any other financial planning software application, would be a plus.