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
Oral and written communication
Problem-solving and conflict resolution
Ability to function in a fast-paced environment
Computer and Microsoft Office
Customer service and relationship building
Organizational and the ability to prioritize multiple tasks/requests
REQUIRED EDUCATION AND EXPERIENCE
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. Annual salary range 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.”
About EFG Advisors
EFG Advisors is a dedicated team of credentialed (CFA, CFP) , experienced (70+ years combined), independent financial professionals serving business owners and families. We specialize in retirement planning, investments, and insurance.