This role will be involved with all aspects of a comprehensive financial planning team. The primary objective is to ensure that our clients receive the best possible advice, great service, and an overall elevated experience with our team. The ideal candidate will be interested in or currently working in the financial services field, with the goal of advancing as a paraplanner or junior advisor.
This role will include some administrative and operational activities, but it will also include detailed financial planning work and direct interaction with clients. This could be an ideal fit for someone who is new to but passionate about the financial planning profession. This is not a sales or business development role.
U.S. Wealth Management is a national wealth management firm offering financial planning, with the ability to coordinate the services of all specialized financial professionals in our clients’ lives – including estate planners, legal, and tax advisors – with investment management services. Our mission is to enrich the lives of the people and organizations that we serve.
The Ropelewski Team provides comprehensive financial planning services to a select group of clients, primary couples and families. The team is led by Rick Ropelewski, CFP®, MBA with Tom Lally, CFP® and Julia Crane.
Provide superb service and deliver an exceptional client experience
Maintain our CRM system
Maintain client information in our financial planning software
Prepare for and follow up from client meetings
Service clients’ investment accounts
Place trades in clients’ investment accounts
Prepare ad hoc analyses based on specific client circumstances
Handle miscellaneous operational and compliance activities
Develop and maintain our written processes and systems to ensure all team members are working in the most efficient manner
Excellent interpersonal skills
Strong quantitative and analytical skills
Strong written communication skills
Ability to learn new technology systems
Experience with Microsoft Office suite of programs
Excellent organizational and time management skills
Genuine interest in serving and caring for other people
Desire to obtain Certified Financial Planner™ designation
We are currently working remotely due to Covid-19, but under normal circumstances work from our office.
We are located in Braintree, approximately 10 miles south of Boston, Massachusetts. The Braintree Hill Office Park has free parking and onsite amenities.
Who Should Apply
People who are genuinely interested in the financial planning profession, enjoy a mix of working independently and being part of a team, take pride in helping others, and have a great personality and sense of humor.
To apply, please send your resume and any other materials you think would be helpful – such as letters of recommendation or LinkedIn profile – to firstname.lastname@example.org.
About U.S. Wealth Management
We realize that our clients trust us every day to help them make important life decisions and manage their life savings prudently. This is a responsibility that we take very seriously.