Financial Analyst/Case Design

FINANCIAL ANALYST/CASE DESIGN

Gregory Ricks Total Wealth – METAIRIE OFFICE with Travel to Mandeville and Gulfport Offices

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We are seeking a team member to join our growing, client-focused, high-touch financial services firm in our offices. Our ideal candidate will possess a strong willingness to help others with an exceptional attitude, a nurturing and outgoing personality, and a professional image. Also, must have outstanding communication skills and a passion for delivering exceptional client service.

OBJECTIVE

The Financial Analyst’s responsibility is to provide a cohesive illustration of the proposed plan as designated by the Advisor in accordance with Client specific needs/goals. The Client’s needs/goals are at the forefront of this position’s responsibilities, as it is important to accurately capture information regarding the Client’s current state and future goals concerning their financial picture. This role is essential to the interim steps leading from a Prospect’s Discovery Visit to Client Implementation.

JOB DUTIES/RESPONSIBILITIES

INCLUDES, BUT NOT LIMITED TO:

· Prioritize daily tasks and issues related to case design and retirement planning

· Operate with a proactive approach to advisors, service, clients, and prospects

· Complete internal/external servicing requests with regards to case design

· Maintain CRM and update database with all applicable notes/steps related to case design

· Generate and provide financial reports to Advisors from statements, tax forms, social security, and pension docs

· Assist with the development of client case design

· Assist Advisors with pre-appointment preparation by gathering account values and completing review summary

· Scan and archive all notes/data/documents from prospect/client visits

· Assist with client acquisition and retention events

MINIMUM REQUIREMENTS

· An exceptional attitude, a nurturing and outgoing personality, and a professional image

· Bachelor’s degree in Finance, Business, Management

· Insurance licensing strongly preferred and Series 65 (preferred)

KNOWLEDGE, SKILLS & ABILITIES

· Prior experience working in financial industry

· Detail oriented, process driven

· Highly organized with strong follow through

· Excellent time management skills

· Demonstrates persistence to achieve high quality work and provide superior service to clients

· Experience working in a fast-paced environment

· Proficient in Microsoft Office applications and software

· Problem solver

· Ability to work independently

PERSONAL SKILLS

· Helping others attitude

· Client service oriented

· Desire to support a team approach

· Strong work ethic

· Flexible

WHAT WE OFFER

BENEFITS

• Medical, Dental, Vision and Disability Insurance
• PTO
• Holidays follow Stock Market Holiday Schedule (for the most part)
• 401k Matching
• Flexibility

TEAM FOCUSED

• Teammates and Leadership are there to assist when you need help

OPEN-DOOR MANAGEMENT

• Feedback in all areas welcomed

EXCELLENT ENVIRONMENT

• An entrepreneurial spirit, fast paced environment, but with a strong belief in work-life balance

Job Type: Full-time

Pay: $50,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Paid time off
• Vision insurance

Physical Setting:

• Office

Education:

• Bachelor's (Required)

Work Location: In person