Job description

R. Miller & Associates is proud to be nationally recognized including ranking as a Forbes 2023 Best in State Wealth Management Team. As a premier provider of all things financial, our mission is to provide customized advice along with personalized service to help our clients and their families feel confident and in control of their financial lives.

Benefits:

• Hybrid/remote work available
• Paid time off/paid holidays
• Company incentive programs
• Paid volunteer opportunities
• Company donation match
• Health Dental & Vision Insurance
• Health Savings Account
• 401k w/company match
• Company paid insurances: short-term disability, long-term disability, long-term care, AD&D

Primary Responsibilities:

• Lead team members in the financial planning department.
• Oversee the financial planning process, including helping to improve workflow processes, and understanding/adjusting the underlying planning assumptions.
• Prepare financial planning recommendations and initial product solutions for advisor review and use in client meetings.
• Prepare charts, graphs, tables and other visual aids to be used in implementation meetings with clients.
• Develop portfolio/robust product solution recommendations that will fit the client’s risk tolerance and time frame as well as develop appropriate product deliverables.
• Maintain client contact during the financial planning process. Answer questions and provide readily available information to clients, if requested and as allowable, as it relates to servicing their accounts.
• Review and update client information as needed for client review meetings.
• Attend and participate in client meetings if necessary.
• Manage and resolve client service problems related to planning.
• Perform other allowable duties as assigned by the financial advisor(s).

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Referral program
• Retirement plan
• Vision insurance

Schedule:

• Monday to Friday

Education:

• Bachelor's (Required)

Experience:

• Financial planning: 3 years (Required)
• Financial services: 3 years (Required)

License/Certification:

• CFP (Preferred)
• Series 7 (Required)
• Series 66 (or 65 & 63) (Preferred)
• Life & Health Insurance License (Preferred)

Work Location: Hybrid remote in Wellesley Hills, MA 02481

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