Financial Planning Associate

| Northwest Suburbs
Please forward your qualified resume to Anna Jarusan at [email protected]
Apply now

JOB SUMMARY

The Financial Planning Associate (FPA) is responsible for supporting EFG’s financial advisors and clients with respect to retirement income planning, investment management, life, disability income, long-term care insurance planning, and Qualified Retirement Plans. The FPA will be expected to add scale to EFG’s operation as well as demonstrate resourcefulness in the ability to leverage internal and external resources to deliver advice to EFG’s clients.

ESSENTIAL FUNCTIONS AND RESPONSIBILITIES 

  • Develop an expertise in retirement income planning, investment management, life, disability income, long-term care insurance planning, and Qualified Retirement Plans
  • Correspond with EFG’s clients as well as their tax and legal advisors
  • Establish meaningful relationships with EFG team members and clients to thoroughly understand preferences and needs
  • Identify and address efficiencies and/or improvements to our current financial planning offerings based on internal preferences and client feedback
  • Assist in conducting industry research used to develop tools, resources, and marketing materials

SKILLS 

  • Excellent oral and written communication
  • Problem-solving and conflict resolution
  • Customer service and relationship building
  • Superior organizational habits
  • Ability to function in a fast-paced environment and prioritize multiple tasks/requests
  • Computer and Microsoft Office

 REQUIRED EDUCATION AND EXPERIENCE 

  • Bachelor’s Degree

 PREFERRED EDUCATION AND EXPERIENCE 

  • FINRA Series 7 License
  • FINRA Series 66 License
  • CERTIFIED FINANCIAL PLANNER 

COMPENSATION AND BENEFITS

EFG offers a competitive benefits and compensation package that includes paid vacation time, paid sick time, employer paid health insurance, 401(k)/Profit Sharing Plan, Employer Sponsored Cash Balance Plan, and Life Balance benefits. Salary range for this position is from $60,000 to $70,000, depending on experience.

EXPECTED HOURS OF WORK

Typical days and hours of work are Monday through Friday, 8:30 AM to 5:00 PM. Flexibility in working hours may be allowed, but the employee must work 40 hours each week to maintain full-time status. This position may require working occasional overtime and travel.

 

EFG Advisors reserves the right to modify, interpret, or apply this job description in any way the Company desires. This job description in no way implies this is an all-inclusive list of responsibilities to be performed by the Employee in this position. This job description is not an employment contract, implied or otherwise. The employment relationship remains “at-will.”

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Please forward your qualified resume to Anna Jarusan at [email protected]
Apply now
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Please forward your qualified resume to Anna Jarusan at [email protected]
Apply now
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