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Planning Solutions Group
8161 Maple Lawn Blvd
DescriptionPlanning Solutions Group is a holistic, fee-based financial planning firm. Our innovative solutions are the result of a collaborative approach; we coordinate with our clients’ existing advisors and review their financial outlook to design a comprehensive plan to fit their needs. Our approach is unique because we make recommendations based on all aspects of our clients’ lives. Over the years, we have been proud to serve as a trusted advisor in the areas of wealth management, estate planning, business succession, retirement, and risk management. Our talented team of experienced professionals considers legal, accounting, and financial perspectives to offer a cross-disciplinary approach to planning. Given the complex needs of our individual, executive, retiree, and business owner clients, we provide the input and advice that you need to make timely and informed decisions. We are committed to providing our clients with the highest level of service and “Exceeding Expectations” to ensure a positive and life-changing planning experience.
ResponsibilitiesAssist in the creation and review of Investment portfolios for high net worth clients. Duties include but are not limited to:
1) Completing and processing paperwork for clients.
2) Assisting in the preparation of periodic investment reviews for clients who are paying an Investment Advisory Fee.
3) Assisting in analyzing potential clients’ investment portfolios.
4) Data input
5) Provide assistance with Black Diamond, our portfolio monitoring and aggregation software.
6) Market research
RequirementsAny year. Finance/Accounting or Economics major. Preferably a student who has a strong interest in Financial and Investment Planning.
Please include your GPA on your resume.