Financial Planning and Analysis Director jobs in Riverside, CA

Are you a self-starter who can manage a project through to completion and want to make a difference with your work? Are you looking to be part of a fun and collaborative team that offers potential for growth? Join Davies Financial Advisors as a Paraplanner!

Who We Are

Davies Financial Advisors is the preeminent financial planning and wealth management firm in the Murrieta/Temecula Valley. We are a service-oriented financial firm providing an array of services ranging from investment management, insurance, retirement services and business consulting. Our office is located in Murrieta, CA and provides a comfortable and professional work environment. At Davies Financial Advisors, we believe that everyone is made in God’s image and has been created with particular skills and purpose. Every person deserves respect, and we are committed to working diligently in pursuit of stewardship through excellence.

Responsibilities

· Produce and update financial models and analyses using various software applications (emoney, holistiplan, Excel, Powerpoint, etc), keeping meticulous records of interactions and plan progress using the CRM, etc.

· Pre-meeting preparation including making sure agendas are prepared and supporting documentation is ready for presentation by the advisor

· Post-meeting activities including updating client data, synthesizing notes, and completing communications in CRM

· Assist with retirement plan installation and service

· 401k account servicing, assisting plan sponsors with compliance filings and year end data collection, researching recordkeeper and TPA service offerings.

· Producing and maintaining reports and logs

· Sending, receiving, and processing client documents and communications with clients, other professional advisors, and vendors.

· Other activities as needed

Qualifications

We are looking for someone who is honest, hard-working and friendly. The ideal candidate has a high level of integrity and enjoys being challenged.

• Minimum of 3 years' experience in wealth management operations
• Knowledge of Wealthscape
• Knowledge of CRM systems (Redtail & EBIX SmartOffice a plus)
• High proficiency with Microsoft Office Suite (Word, Excel, PowerPoint)
• Organized, good follow through/tenacity, and ability to understand product details
• Orientation towards people and enjoy working in a team environment
• Superior verbal and written communication skills

Job Type: Full-time

Pay: $70,000.00 - $100,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance

Physical setting:

• Office

Schedule:

• 8 hour shift

Ability to commute/relocate:

• Murrieta, CA 92562: Reliably commute or planning to relocate before starting work (Required)

Experience:

• Wealth management operations: 5 years (Required)

Work Location: In person