Job description

Financial Planner

Ancora is seeking a Vice President of Financial Planning.

The incumbents primary job function is to analyze, develop and implement financial plans for a select group of Ancora’s existing clients and future client prospects.

He/she will serve as the planner on relationships with individuals and families who have net worths in the $1 - $10MM range on average. He/she will build customized financial plans in order to help clients understand everything from education planning, cash allocation, savings plans, retirement planning, tax strategies, insurance needs and estate planning. This individual will be on the client-facing relationship team and be a trusted advisor to the clients that they serve.

Location

This position is located at Ancora’s Mayfield Heights Ohio, office. No remote option.

Duties and Responsibilities

Financial Planning

· Gather and analyze clients’ financial circumstances and data. This includes assets, liabilities, cash flow needs, insurance, tax status, estate documents and financial objectives.

· Acquire a deep understanding of planning software, including new software or products that may become available to the firm

· Develop a timely, customized financial plan using our planning software tools based on analysis of data.

· Deliver completed or updated plans directly to the client via live in-person presentation or interactive zoom meeting. Use this process to develop and implement next steps for the client based on their needs and goals.

· Review insurance. Make recommendations as needed.

· Review and analyze estate plan and make recommendations as needed.

· Seek out and recommend “value add” opportunities through efficient savings, prioritization of debt, tax efficient planning and more

· Maintain relationships with clients and answer questions, provide updates and advice as needed.

· Contribute to the planning internal education programs and other written pieces for newsletters or marketing needs.

Internal Relationships/Partnerships

· Work as a teammate to Relationship Managers to provide support and planning services to their new prospects and clients

· Work closely with Portfolio Managers to integrate the financial plan and a customized portfolio that meet the client’s needs based on the planning exercise.

· Work closely with operations as needed to set up new accounts, make distributions or contributions.

· Work collaboratively with other members of the planning team to maximize efficiency of service to our clients

Client Management

· Develop and maintain trusted relationships with the clients that you service.

· Respond accurately and efficiently to client needs and questions.

· Update and modify existing plans as circumstances change.

· Develop a system of organization for keeping up to date on existing client plans and necessary/timely follow-up

· Create, prepare and distribute other client reporting as needed.

Business Development/Business Referrals

· Make referrals to Attorneys, Tax Professionals and other providers, as needed.

· New Business Development encouraged across services provided by Ancora.

Qualifications

· Bachelor’s Degree or higher education, required

· 3- 5 years of Financial Planning experience

· Work experience in a client facing role

· Estate Planning experience, a plus

· Tax Preparation experience, a plus

· CFP ® license, preferred

· Experience with MoneyGuide Pro and eMoney software or other relevant planning software, preferred

Benefits

Ancora offers a competitive salary and excellent benefit package with a culture of teamwork and recognition.

About Ancora

Ancora is client-focused and growth-oriented investment and financial advisory firm based in Cleveland, Ohio. The Firm is recognized for providing investment advisory, money management and retirement plan advisory services to individuals and institutions.

Ancora promotes a friendly, family-oriented work environment and encourages our employees to strive for personal and professional growth with the highest level of integrity.

Ancora is an Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, disability, or any other basis protected by applicable law.

Visit www.ancora.net for more information.

Job Type: Full-time

Pay: $80,000.00 - $125,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible spending account
• Health insurance
• Life insurance
• Paid time off
• Parental leave
• Tuition reimbursement
• Vision insurance

Schedule:

• 8 hour shift
• Day shift
• Monday to Friday

Supplemental pay types:

• Bonus pay

Ability to commute/relocate:

• Mayfield Heights, OH 44124: Reliably commute or planning to relocate before starting work (Required)

Education:

• Bachelor's (Required)

Shift availability:

• Day Shift (Required)

Work Location: In person

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