Maintenance Planner, Sr. jobs in Juneau, AK

Salary: $90k-$150k

We are a growing financial services office in Juneau, Alaska seeking an individual interested in Financial Planning. The ideal candidate will have a passion for helping others reach their financial goals and a commitment to providing excellent customer service.

Responsibilities: ·
*Develop and execute comprehensive financial plans for individuals and families.
*Open new account applications following compliance and regulation standards.
*Develop and deliver planning agendas for lead advisors.
*Perform regular re-balances on client portfolios.
*Ensure regular office contact with clients.
*Ensure RMDs are satisfied on an annual basis.
*Identify and evaluate investment opportunities for clients.
*Monitor and review client portfolios
*Stay up to date with changing regulations and tax laws.
*Educate clients on financial strategies and concepts.
*Develop and maintain relationships with new and existing clients.

Requirements: ·
*Bachelor’s degree in finance, business, accounting or related field ·
*Relocate and work in Juneau, Alaska
*Required securities and insurance licenses, or ability to obtain within 6 months.
*Strong organizational and analytical skills
*Excellent communication and interpersonal skills
*Ability to work independently and as part of a team.
*Knowledge of financial products and services
*Professional credentials (CFP, ChFC, CPA, etc.), or desire to attain a plus

Benefits:
*Competitive compensation based on experience.
*Relocation/signing bonus.
*Full financial support for approved professional accreditation/continuing education
*SEP IRA Employer contributions (historically fully funded at 20% of compensation)
*Disability Insurance
*Paid time off.

Job Type: Full-time

Pay: $90,000.00 - $150,000.00 per year

Education:

• Bachelor's (Required)

Ability to Commute:

• Juneau, AK (Required)

Ability to Relocate:

• Juneau, AK: Relocate before starting work (Preferred)

Work Location: In person