Financial Planning Associate - Wealth Management
Posted on: 19 Jul 2021
New York, New York
Job Description
Description
Financial planning tools
Primary responsibility for collection of client financial information and entry into Jefferies financial planning system.
Ensuring that data in planning system is valid and up to date.
Report generation and formatting.
Train advisory team members on usage of, and best practices for eMoney.
Maintenance of connections to custodial firms.
Planning Resource
Act as resource for distribution of financial planning concepts, issues and updates to advisory teams.
Oversee other Financial Planning training programs and initiatives as needed.
Platform
Expected to be key member of team driving the growth of financial planning platform for advisory teams.
Qualifications
The successful candidate will demonstrate:
Strong interest in financial planning; experience with financial planning a plus
Experience with financial planning software; prior experience with eMoney preferred.
Proficiency with Microsoft Office, Power Point, Excel, etc.
Familiarity with financial planning concepts (estates & trusts, insurance, stock options, taxes, cash flow planning)
Basic knowledge of investments and financial markets
Strong analytical and technical abilities.
Strong communication and follow-up skills
Fluent Spanish a plus
Desired Experience/ Skills:
4-year college degree
1 to 3 years' industry experience
SIE – Securities Industry Essentials Examination AND
Series 7 General Securities Representative Exam AND
Series 63 Uniform Securities Agent State Law Exam AND
Series 65 Uniform Investment Advisor, OR
Series 66 Uniform Combined State Law/ Investment
Jefferies Financial Group Inc.
New York, New York
Jefferies Financial Group Inc., a financial services company, engages in investment banking and capital markets, asset management, and direct investing businesses in the Americas, Europe, and Asia. the company also offers equities research, sales, and trading services; equity finance services comprising financing, securities lending, and other prime brokerage services; and wealth management services to high net worth individuals, their families and businesses, private equity and venture funds, and small institutions.
In addition, it provides fixed income sales and trading services for investment grade corporate bonds, U.S. and European government and agency securities, municipal bonds, mortgage- and asset-backed securities, leveraged loans, consumer loans, securities, markets debt, interest rate, and credit derivative products, as well as foreign exchange trade execution and securitization capabilities, as well as manages, invests in, and provides services to a group of alternative asset management platforms in investment strategies and asset classes.
The company was formerly known as Leucadia National Corporation and changed its name to Jefferies Financial Group Inc. in May 2018. Jefferies Financial Group Inc. was founded in 1968 and is headquartered in New York, New York.
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IndustryInvestments Management
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No. of Employees4,700
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Website
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Jobs Posted182
