Job Description

Cornerstone Capital Advisors is looking for a Planning Analyst to perform and manage all phases of the financial planning process (i.e. goals & objectives, cash flow, retirement planning, estate planning, investments, risk management, taxes, education planning, etc.) and contribute to the delivery of financial services directly to clients, so to support the Senior Relationship Manager (SRM), facilitate customer satisfaction and create and/or maintain long-term wealth for clients.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties are likely to be assigned.

· Acquire, consolidate, and analyze all information necessary to develop comprehensive financial plans for clients

· Utilize software to analyze information, complete financial plans, and develop reports for presentations to clients with customized recommendations according to their needs and goals

· Assist the Senior Relationship Manager (SRM) in delivery of the financial plan to clients

· Assist the SRM in client education

· Assist clients with implementation of their financial plans and customize recommendations

· Follow up on details and regularly communicate updates with the SRM and client

· Respond to client’s questions or concerns (written and/or oral) as requested by SRM and/or client in a timely and professional manner

· Create journal of all pertinent client communications (oral or written) within 72 hours of the event

· Design, implement, and maintain an internal system to manage, schedule, and track each client to ensure they are receiving the correct service for their assign “service platform” – both new and existing clients. This will include tracking meetings, phone calls, time records, etc.

· Assign all portfolio administration issues (i.e. new investment account setup, asset transfers, journals, MoneyLinks, etc.) in written “task” form to the Portfolio Administrator.

· Implement investment allocations for new clients based on the client’s investment policy (IP) utilizing portfolio models approved by Cornerstone's Investment Committee and directly communicate with clients regarding portfolio strategies.

· Monitor existing client investment portfolios on a quarterly basis. Re-balance portfolios when necessary based on the client’s IP utilizing portfolio models approved by Cornerstone's Investment Committee

· Develop, coordinate and/or maintain long-term relationships with professional partners (i.e. CPA’s, Attorneys, Insurance Agents, etc.) and third party service providers (mortgage originators, banks, etc.)

· Develop and supervise plans to outsource work outside of Cornerstone’s core expertise to professional partners

· Strategize and share financial planning ideas with planning staff

· Special project assignments assigned by Business Manager

BASIC QUALIFICATIONS

• Bachelor's Degree
• 1-3 years' financial planning experience

OTHER TRAITS, CHARACTERISTICS, AND EXPERIENCE

• Excellent written and verbal skills
Ability to work successfully in a team environment
Effective organizational skills
Detail oriented
CFP designation preferred but not required

Benefits

Holiday, Paid Time Off,  Medical Coverage, 401(k)

Company Profile

Cornerstone Capital Advisors is a financial planning and Registered Investment Advisory firm headquartered in Uniontown, Ohio.  Since 1984, Cornerstone Capital Advisors has been helping clients realize their dreams by offering a broad array of financial planning and investment advisory services. The firm is  "fee-only"  and therefore, does not sell any investment or insurance products, nor do we have any affiliation with a product sales company.