information - FPA of San Diego

Transcription

information - FPA of San Diego
ROWLING & ASSOCIATES
Position
Reports to
Financial Planning Associate
Financial Planning Manager
Job Summary
Assist in a wide range of detail-oriented tasks in client services, financial planning, and investments. For client services, this
position will involve working directly with clients to complete account paperwork, submit cash transfers, and work with our
custodian’s service team to execute client requests. On the financial planning side, you will prepare initial drafts of financial plans
by building retirement models in MoneyGuidePro, identifying missing data, contacting clients to obtain missing data, and developing
the initial financial plan. Specific financial services experience is not required for this position. This is an entry-level position for a
college graduate or for someone seeking a career change into the financial planning industry. Candidates should be seeking, or have
the desire to obtain, the CFP certification.
General Skills
• Superb organizational skills and outstanding attention to detail
• Ability to multi‐task while meeting deadlines
• A commitment to delivering superior client service at all times
• Strong written and verbal communication skills
• Ability to interact with clients in a professional manner
• Desire and ability to work successfully in a small company environment
• Ability to take initiative and solve problems
• Collaborative, supportive team player willing to pitch in on any assignment/project
•
•
Ability to work independently, takes initiative to research answers and ideas
Motivated to learn new programs and software
Client Service & Account Administration
•
•
•
Communicate with clients in a professional, timely manner
Serve as point of contact with custodian
Update and maintain data in portfolio management software:
Financial Planning & Investments
•
Assist in gathering financial information from clients
•
Assist with the development of financial plans
•
Assist with the delivery of the Financial Plan
•
•
Assist in maintaining portfolio rebalancing program
Assist with annual investment review
About Rowling & Associates
We are a fee-only registered investment advisory firm located in San Diego, CA. Our firm distinguishes itself as the experts in taxefficient financial planning. We do this by focusing on complex tax planning strategies and implementing tax-efficient investment
techniques. Rowling & Associates is a progressive team of individuals that fully support each other. This creates a fun and
approachable environment for our clients to feel comfortable discussing their financial situations. We tend to be early adopters of
new technology in a rapidly evolving industry. We are currently developing a new service focused on Gen X and Y, undergoing a
major website overhaul, becoming completely paperless (we saved over 21 trees last year with our recycling efforts!) and migrating
to a leading portfolio management platform. It’s an exciting time to become a member of the R&A team!
8889 Rio San Diego Drive, Suite 202, San Diego, CA 92108

Similar documents