Description:
Carl P. Sherr & Co., LLC is seeking an eager and motivated individual to embark on a new experience as a full time Financial Planning Associate. This is an integral part of our financial planning team working directly with existing team members, clients, and prospects. Our clients range from young professionals to early retirees.
- Attend and contribute to client meetings
- Coordinate meeting preparation and follow-up with administrative and operations support
- Assist lead planner/principals in relationship management
- Lead new client relationships from incoming referrals
- Prepare and update financial plans using our technology tools: Orion, Fidelity Wealthscape, Redtail CRM, Bloomberg BNA and eMoney Advisor (training provided)
- Manage client communication
- Implement recommendations and research financial planning opportunities for clients
- Bachelor’s degree
- Strong written, verbal and technical skills
- Tax planning expertise a plus
- Self-motivated, intellectually curious, positive attitude, ethical, professional, and detail oriented
- Life learner with the ability to work independently and as a team member
- Compensation including base salary commiserate with experience and an incentive plan
- Career advancement and mentorship
- Participation, engagement and contribution to our long term strategic business plan
- Professional development paid for or subsidized by the firm
- Community volunteering is encouraged and supported
- SIMPLE IRA with up to 3% employer match
- Company contribution towards health insurance coverage
- Paid stock market holidays and paid time off (3 weeks)