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Career Opportunity- Financial Planning Analyst

Position Summary:

Argent Financial Group's subsidiary AmeriTrust in Tulsa, Oklahoma is hiring a Financial Planning Analyst.

Job Location:

Tulsa, OK

Summary of Primary Responsibilities:

  • Assist with preparation and input of data into Exec Plan II system and maintain updates as required.  Become proficient with all financial planning support schedules and programs.
  • Meet with prospects and existing clients to assist with updates and financial planning conferences.  Maintain and update all client data.
  • Organize data information and assist with preparing and scheduling update conferences with clients.
  • Research and prepare memorandums on financial planning issues and client requests.
  • Coordinate with Investment department to ensure investment guidelines and special requests have been provided.
  • Review asset allocation and update investment portfolios on a quarterly basis for retainer financial planning clients.
  • Write follow-up letters and other client communication to keep the “action plan” current.
  • Attend the regularly scheduled Investment Committee meeting twice each month and any specially called meetings.
  • Assist with developing prospects and centers of influence and making presentations to individuals and groups toward goal to adding new clients.
  • Assist other associates on special projects to assist with investment management clients or prospects.
  • Attend professional development seminars/classes to satisfy continuing education requirements for certification.
  • Assist with other duties and provide support in other areas as requested by management and consistent with this position.

Submit resumes to humanresources@argentfinancial.com