Galecki Financial Management · 13 hours ago
Staff Financial Planner
Fort Wayne, IN
Full-time
Onsite
Senior Level, Lead/Staff
$50K/yr - $60K/yrGalecki Financial Management has achieved a national reputation in the Fee-Only Wealth Management field. The Staff Financial Planner will interact daily with clients, gather financial information, prepare reports, and assist in managing client relationships.
AdviceAsset ManagementFinancial ServicesRetirement
Responsibilities
Daily interaction with clients via meetings, email, and telephone
Gather client documents and input financial information into our financial planning software
Prepare client meeting reports: agendas, financial statements, and any other reports necessary
Run analyses for retirement cash flow projections and insurance needs
Summarize insurance policies and estate planning documents
Compile tax information for current-year projections
Complete post meeting follow-up and research
Provide support for special projects
Qualification
Required
Strong computer skills with proficiency in Microsoft 365 products
Excellent written and verbal communication skills
Organized, detail-oriented, ability to multi-task
Must be a team player, collaborative, and able to work well with others
Desire and ability to work successfully in a small office environment
Preferred
College degree preferred
Benefits
Health and Dental Insurance
Life, Short-term and Long-term Disability Insurance
Personal paid time off
401(k) plan with safe-harbor, company match, and elective profit-sharing
Health Savings Account with Employer Contribution
Health club membership
Budget for professional and personal continuing education
401(k)
401(k) matching
Dental insurance
Disability insurance
Health insurance
Health savings account
Life insurance
Paid time off
Retirement plan
Company
Galecki Financial Management
Galecki Financial Management renders investment advisory, asset management, taxation, estate, financial and retirement planning services.
Founded in 1990
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase