Daniel J. Galli & Associates is a small but mighty, privately-owned, independent financial planning and advisory firm with its office in Norwell, Massachusetts. Dan Galli founded the firm 30 years ago and in recent years has expanded services to include a dedication to leading more formally with financial planning, along with annual subscription services for clients and an ongoing commitment to investment management.
POSITION
We are looking for an associate planner who will support our two planners by delivering superior service to our new and existing clients. Duties will include assisting in the preparation of financial plans and servicing clients, such as:
- Assisting with, or taking the lead on, data gathering for financial plans
- Assembling data and building a client profile in eMoney; identifying missing pieces of information
- Creating initial financial plans for internal review
- Writing investment commentary for financial planning clients
- Meeting preparation, follow up, and tasking
- Responding to client inquires
- Preparing client reports, maintaining client databases and working with both clients and vendors
Administrative work such as scanning, data entry, and document processing will be involved, but for the right person there will also be opportunities to learn and grow within the firm.
This is a full-time salaried position. Although like most offices we have the capabilities to work remotely, this position is meant to be on site.
CULTURE DESCRIPTION AND VALUES
We are a friendly, collaborative bunch who value each other’s strengths and believe in helping each other – and our clients – succeed. We enjoy working with each other and have made the most of daily Zoom staff calls over the past year during the pandemic. We are looking forward to getting back into the office so that we can tease Dan about his near-daily ramen noodle lunches and his (excessive?) coffee consumption, Karen can try to salvage the plants in her window, we can give our Roomba some exercise, and so that throughout it all Colleen can remain the calm presence that she always has been.
We value financial education and learning, and strive to impart our knowledge to clients and the public. We place a priority on timely responses to client inquiries, and we believe that excellent client service is one of the attributes that sets us apart from other firms.
REQUIREMENTS:
- CFP designation or interest in obtaining
- Familiarity with eMoney, Smart Office and Redtail is a plus
Please send resume and cover letter to
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