13 days old

Wealth Planner

Kelly Services
Winter Park, FL 32789
Wealth Planner needed in Winter Park or Tavares, Florida THIS IS A DIRECT HIRE OPPORTUNITY! Those with experience in the Financial Planning industry are preferred.

Salary Range (depending on experience) $60k - 90k

The DFO Associate Advisor will enhance the family office framework by serving as a liaison between high-net-worth individuals and families and all associated professionals. This position is an integral part of the client relationship, including both operational and servicing functions, as well as more technical analysis and planning alongside the DFO primary advisor. They are responsible for ensuring all aspects of the client relationship are properly maintained with client satisfaction in all areas as a top priority.

Please review the job duties below and if you feel you are the perfect fit for this role, I welcome you to email me directly at . Be sure you attach your resume and for a fast response, please answer the questions outlined:

1. Why do you feel you are the perfect person for this particular position?

2. How do your skills and experience specifically relate to our clients needs?

3. Do you live in the Winter Park or Tavares area, and are you available to interview right away?


Specific duties include, but are not limited to:

+ Involvement in planning and coordination of all aspects of client s financial affairs

+ Maintain extensive contact with clients regarding tax, estate, legal structures, investment, trust, and philanthropic matters

+ Collaborate with peers and external client advisors

+ Analyze client s legal and financial documents to identify strategic planning needs

+ Responsible for the accurateness and timeliness of all reports and work provided to or on behalf of the client Plans, manages, and facilitates engagements with clients and family office team so that client service needs are fulfilled on a timely basis

+ Ongoing client servicing through electronic and in-person interactions, including any operational and reporting needs

+ Complete special projects as assigned


+ 5+ years of experience in financial services or related industry

+ Strong technical background in either tax, estate or diverse wealth planning experience

+ Ultra-high net worth client experience preferred

+ Ability to condense complex issues into succinct executive summaries

+ Effective communication skills to collaborate with a client s complete advisory team

+ Self-motivator to achieve timely implementation of agreed upon planning

+ Comfort with prioritizing evolving needs of client projects

+ Possess strong financial and analytic skills

+ Able to work independently and take initiative

+ Strong computer and technology skills and expertise in Microsoft Excel, Word, and PowerPoint.

+ Ability to handle multiple tasks and operate on tight deadlines.

+ Be adaptable

+ Ability to thrive in a fast-paced environment

+ The employee is expected to adhere to all agency policies and to act as a role model in the adherence to agency policies.

I look forward to reviewing your credentials and will gladly reach back out to you as you reply with your resume attached and the answers to the preliminary interview questions outlined in this posting.

**Why Kelly** **** **?**

Youre looking to keep your career moving onward and upward, and were here to help you do just that. Our financial staffing experts will connect you with premier companies for opportunities where you can learn, grow, and thrive. Jobs that fit your skills and experience, and most importantly, fit right on your path of where you want to go in in your career. It all adds up.

**About Kelly** ****

At Kelly, were always thinking about whats next and advising job seekers on new ways of working to reach their full potential. In fact, were a leading advocate for temporary/nontraditional workstyles, because we believe they allow flexibility and tremendous growth opportunities that enable a better way to work and live (plus, did we mention we provide a ton of benefits ?). Connecting great people with great companies is what we do best, and our employment opportunities span a wide variety of workstyles, skill levels, and industries around the world.

Kelly is an equal opportunity employer committed to employing a diverse workforce and providing accommodations for people with disabilities in all parts of the hiring process as required under its Employment Accommodation Policy. Kelly will work with applicants to meet accommodation needs that are made known to Kelly in advance.
Posted: 2022-08-01 Expires: 2022-09-01

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Wealth Planner

Kelly Services
Winter Park, FL 32789

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