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Creating financial plans through in-depth discussions using eMoney. Our San Francisco headquartered RIA client is looking for a Client Relationship Manager with a CFP to be the main point of contact for the firm's existing and future clients to build long-term relationships.
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EMoney, Holistiplan, Bloomberg Tax) is a plus. The Private Client Wealth Strategist provides expert advice and thought leadership for high-net-worth and ultra-high-net-worth clients. The Wealth Strategist provides overall wealth planning expertise, with significant depth in one or more areas including investments, estate planning, retirement planning, personal and business taxation, or executive compensation.
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Experience with eMoney, Holistiplan, and Nitrogen (f/k/a Riskalyze) is a plus, but not required. Experience with eMoney, Holistiplan, and Nitrogen (f/k/a Riskalyze) is a plus, but not required.
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Quickly learn the financial planning software eMoney to create and edit financial plans, as well as Black Diamond and Holistiplan as additional service and planning tools. Quickly learn the financial planning software eMoney to create and edit financial plans, as well as Black Diamond and Holistiplan as additional service and planning tools.
$50,000 - $60,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Experience with eMoney or other financial planning software preferred. Provide support to our Client Advisor group. Experience with eMoney or other financial planning software preferred. The Associate Wealth Advisor is instrumental in delivering exceptional client experiences by managing daily client interactions, providing support to client advisors, and executing Oakworth's Business Model through personalized services.
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Working knowledge of financial planning usually acquired through related experience, including the use of planning software (eMoney, etc. Maintains a strong understanding of the roles of other departments - portfolio management, tax advisory, and trust administration - so collaboration can easily occur.
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Become an expert with eMoney and use the platform to build-out visual depictions of client estate plans as well as gathering client facts within eMoney (beneficiary designations, ownership details, cost basis, real estate taxes, insurance premiums, etc.
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What You'll Be Doing Client Care: Assist various Senior Trust Relationship Officers with the administration of agency/retirement/trust accounts Become an expert with eMoney and use the platform to build-out visual depictions of client estate plans as well as gathering client facts within eMoney (beneficiary designations, ownership details, cost basis, real estate taxes, insurance premiums, etc.
Full-timeExpandApply NowActive JobUpdated 3 days ago - UpvoteDownvoteShare Job
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Prior experience with Salesforce, Orion, Wealthscape, EMoney, and/or MindManager software. CERTIFIED FINANCIAL PLANNER™, CFA®, CIMA® or other relevant designation strongly preferred. Prior experience with Salesforce, Orion, Wealthscape, EMoney, and/or MindManager software.
$88,000 - $150,000 a yearFull-timeExpandApply NowActive JobUpdated 3 days ago - UpvoteDownvoteShare Job
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Utilize eMoney financial planning software to update client portal information and generate reports. Utilize eMoney financial planning software to update client portal information and generate reports.
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Experience preparing materials to illustrate client estate plans using programs such as eMoney (advanced wealth planning),Excel, BlackDiamond (performance reporting), NumberCruncher, and PowerPoint.
Full-timeExpandApply NowActive JobUpdated 5 days ago - UpvoteDownvoteShare Job
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Experience with financial planning software such as eMoney or MoneyGuide Pro and CRM systems. Experience with financial planning software such as eMoney or MoneyGuide Pro and CRM systems. Providing excellent service to clients by preparing for meetings, providing thorough investment research and solutions, and making financial planning recommendations.
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NOT required, but definitely a plus - experience with Schwab, eMoney, macOS. Maintain client eMoney connections and data and troubleshoot with clients as needed. NOT required, but definitely a plus - experience with Schwab, eMoney, macOS.
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Experience using eMoney preferred. Provide a quarterly deliverable to clients comprised of their net-worth, cash flow, risk management/insurance summaries, estate planning and tax planning. Juris Doctorate (JD) strongly preferred.
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Acting in a specialist capacity, the Paraplanner will tackle eMoney data entry, collaborate with High-Net-Worth Services colleagues and advisors on plan design, create plan summaries, and help prepare advisors to present the plan to their clients.
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