Why PrairieView

We were founded with the idea of giving everyone a comprehensive and integrated wealth planning experience similar to how the very wealthy rely upon their assorted financial, investment, tax and legal advisors.

Careers at PrairieView

 

PrairieView Partners was established to fulfill a purpose that was not, in our view, being adequately met in the marketplace. Individuals with net worth’s between $2 million and $15 million, our target market, have a multitude of needs related to investing, retirement planning, estate planning, taxation, education planning, charitable giving, and risk management. While there are many qualified professionals able to give expert guidance in one or two of these areas, what is too often lacking is coordination.

Providing highly personalized, unbiased, advice truly integrated across multiple disciplines is at the core of PrairieView Partner’s business philosophy. The goal is to serve as the central point of communication for our clients—to thoroughly understand their situation and objectives and to make sure their investment, retirement planning, estate planning, tax, insurance, and other financial needs are being appropriately met.

Our team of professionals is key to our success and maintaining our high client-retention rate. It is the mission of our firm to grow and develop highly motivated and competent staff by providing professionals the opportunity for growth and accomplishment, financial participation in firm success and an environment fostering team camaraderie and personal improvement. We have established career paths at all levels of our firm to provide unlimited opportunities for all members of the PrairieView team. Please send all inquiries to careers@prairieviewpartners.com

Financial Planning Analyst

Job Description:

We are seeking to grow our team by adding a Financial Planning Analyst who is knowledgeable about and interested in financial planning and the financial planning process. We are very interested in you if you if you have limited experience (0-5 years) or if you are an experienced professional with an interest in the technical side of financial planning. Possession of or being on the path to obtain CFP® certification is desired, as would be a CPA license or CFA charter. This role is not intended to be client-facing, but may involve email and/or phone contact with clients. The successful hire will have a strong academic background in the areas of business, economics, finance and/or investments, have an ability to learn quickly, have close attention to detail, work well with little supervision, and collaborate with other team members.

Our client process is unique in that every client works with a team of experienced professionals, including a Certified Financial Planner, an investment specialist, a Certified Public Accountant, and an estate-planning attorney. This hire’s main roles will be to prepare client financial plans, research specific planning topics, and coordinate information and data gathering. You will be expected to contribute to the full range of financial planning topics including retirement planning, investment planning, education planning, risk management, charitable planning, tax planning and estate planning.

Responsibilities of Role:

1. Assist Associate and Senior Planners in analysis of retirement planning, investment planning, education planning, tax planning, estate planning and insurance needs
2. Develop financial plans using Money Guide Pro
3. Create deliverables for client engagements
4. Participate in and coordinate internal planning and strategy meetings for clients
5. Assist in appropriate follow-up with clients as requested
6. Monitor clients’ financial situations with detail and accuracy to ensure clients’ financial plans and asset allocation are still on target
7. Analyze prospective client investment portfolios and prepare presentations of analysis
8. Help with onboarding new clients and other operational tasks/projects pertaining to implementing financial plans
9. Interact with custodial partners including Charles Schwab, TD Ameritrade, Fidelity, and TIAA
10. Utilize our investment technology suite including Tamarac Reporting and Tamarac Trading platforms

Desired Skills and Experience:

1. Bachelor’s Degree or equivalent experience in business, accounting, finance, economics or related field.
2. Obtained CFP® certification, preparing for the CFP® exam, or passed exam and need to meet work experience requirement
3. Strong financial and analytical skills
4. Strong written and verbal communication skills
5. Self-starter, problem solver and goal-oriented team player with a ‘no job is beneath me’ attitude
6. Must demonstrate well above average ability in time management and organizational skills
7. Must have general understanding and interest in investment topics such as capital markets, asset classes, asset allocation, diversification, taxation of investments, investment vehicles, etc.
8. Strong understanding of financial planning, i.e. disciplines of advice, difference between wealth management and money management, goal-based planning, etc.
9. High level of Excel and PowerPoint proficiency
10. Must be extremely detail oriented with a high degree of accuracy in work outputs.
11. Curious mindset and continuous learner
12. A self-starter who takes responsibility for his/her work
13. Impeccable ability to maintain confidentiality.
14. A team player who will thrive in a smaller company environment.
15. Ability to set priorities between a variety of tasks and a frequent heavy volume of work.

Salary and Benefits:

1. Competitive salary based on experience and qualifications
2. Profit Participation Plan
3. 401k with company match and profit sharing contributions
4. Career track available
5. Health insurance
6. Group life insurance
7. Short-term and Long-term disability insurance
8. Paid time off
9. Annual contribution for continuing professional education and development
10. Opportunity to work at a growing firm with an outstanding team!

Who Should Apply

If you are a driven, curious, detail oriented, and self-starting professional, you should apply.

If you have a strong interest in financial planning, you should apply

If working in a fast-paced but friendly and collegial atmosphere is appealing to you, you should apply.

If the opportunity to work with and learn from a team of CFP®s, CPAs and CFA Charterholders is appealing to you, you should apply.

If you did your homework on our firm and what we do for our clients, and you want to join our team, you should apply.

Who Should Not Apply

People looking first and foremost for a very structured experience and/or a big company name on their resume should move on. If you are not a good fit for working on an team that takes pride in the culture and the clients above all else, this opportunity is not a good fit. PrairieView Partners functions as a team from the owners on down.

If you need to be told what to do every second of the day or if you are someone who cannot get his or her work done PrairieView Partners is not the place for you.

If you are firing off your resume, cutting and pasting a cover letter to every available opportunity without fully understanding the brand, culture and team you want to work with, please move on. If you don’t take the time to learn as much as you can about us, we are not interested in taking time to learn about you.

We are a small business that cannot get our hiring wrong – if you can’t be patient with our decision-making process, you will not make it through our interviews.

How to Apply:

1. Learn about our firm at www.prairieviewpartners.com
2. Please apply through New Planner Recruiting at www.newplannerrecruiting.com
3. Please do not apply directly to this posting