The Associate Advisor / Financial Planner will serve a variety of functions within MCF. The primary job responsibilities include supporting Financial Advisors within the organization in servicing existing clients, offering leadership to clients in a relationship management capacity, and delivering an exceptional day-to-day service experience to MCF's clients.
The role will assist in client communications, as well as work directly with Financial Advisors (who may serve as the primary Lead Advisor) and Client Associates on client servicing needs, financial planning data entry and strategy, and preparing investment or planning recommendations. Specifically, the Associate Advisor / Financial Planner will prepare and coordinate client review meetings, including assisting with scheduling, updating data within the client financial plan, and coordinating serviceable action items, among other duties.
The candidate should remain available for day-to-day contact and service requests from clients, serving as the primary internal coordinator of activities for the clients where designated by the firm.
Duties and Responsibilities
The Associate Advisor / Financial Planner can expect to focus their work in the following areas:
Provide exceptional client service to all clients, according to MCF’s service model
Facilitate the timing, scheduling, and accurate documentation of all client review meetings and service interactions
Manage the onboarding process for clients, including coordination and introduction of the MCF Service Team
Communicate with client outside advisors (accountants and attorneys)
Manage follow-up activities from meeting “to dos”
Assist Financial Advisors in constructing comprehensive financial plans
Review client portfolios and financial plans on a regular basis
Support Financial Advisors with client communication;
Serve as a primary point of contact for client correspondence and questions
Work directly with MCF's custodial partners and our servicing teams, and become knowledgeable and proficient on their processes and forms
Prepare and process client requests according to Firm policies
Produce annual wealth reports for clients
Prepare recommendations or scenario suggestions for clients in line with their outlined goals/plans
Assist clients with both tax return needs and estate planning needs
Meet with clients on a regular basis
Maintain and update client information internally in MCF's CRM system
Participate in monthly Wealth Management and Institutional division service meetings to maintain a working knowledge of issues impacting our business
This position requires the following qualifications and skills:
CPA or CFP® designation preferred, or willingness to obtain
An engaging and friendly personality
Excellent verbal and written communication skills
Strong organizational skills
Familiarity with investment and accounting terminology
Proficient in Microsoft Office and other software applications, including eMoney Advisor and Microsoft Dynamics CRM
Working knowledge of current tax and estate laws and regulations
Willingness to learn and improve working knowledge of capital markets
Organized, attention to detail
Ability to handle multiple tasks simultaneously and prioritize accordingly
Self-motivated, ability to work collaboratively with the entire MCF team
Personal characteristics: Client-first attitude, team player, ability to think critically and analytically, engaged in learning and expanding personal knowledge
Additional Salary Information: 10% Bonus opportunity, 10% 401(k) match, paid health insurance, cell phone allowance, and more.
About MCF Advisors LLC
MCF is a SEC- registered investment advisor that serves clients through two divisions: Wealth Management and Institutional. The Wealth Management division provides investment management and wealth advisory services to individuals, families, and privately-owned businesses. The Institutional division is dedicated to the facilitation of successful retirement plan experiences for both employers and employees. MCF has assets under management of approximately $2.1 billion.