Financial Planner

▪ Completes pre-meeting planning (e.g. EMoney, Retirement Analyzer, Annual Statement review, Performance report, Roth Conversion/Tax planning)

▪ Conducts annual reviews with existing clients as assigned

▪ Proactively contact clients to review insurance policies approaching surrender dates

▪ Receive incoming phone calls to answer questions regarding client accounts and strategies

▪ Respond to client inquires as needed

▪ Generate and provide various reports to Advisor

▪ Document client conversations in CRM

▪ Has knowledge of Nicholas Wealth investment strategies / SMAs

▪ Foster relationship with NWM Clients to promote client retention

▪ Dinner Events (will be required to attend dinner and educational workshops as necessary)

• Strong organizational skills and attention to detail
• Strong financial/mathematical and analysis background
• Ability to demonstrate persistence to achieve quality
• Excellent communication – both verbal and written
• Self-directed initiative
• Process driven
• Strong follow-through