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DATE ADDED: Mon 01/10/2018

Personal Financial Specialist

Teaneck, USA


Job Description


Job Description: Personal Financial Specialist 

Division: Personal Finances

A Personal Financial Specialist (“PFS”) focuses on supporting the Personal Finances division of RMR. The PFS works with RMR Financial Advisors on servicing their clients. Common functions are: preparing client reviews, analyzing client investments, answering client or advisor questions, working with Operations to properly onboard new clients, assist in preparing financial plans, assist in preparation of firm level client correspondence, and other direct client related functions.


·         Bachelor’s Degree 

·         FINRA Series 65 

·         FINRA Series 63

Additional Qualifications Desired 

·         FINRA Series 7 or FINRA Series 6 

·         Life & Health Insurance 

·         CFP® 

·         CFA®


·         Functional knowledge of Microsoft Office Applications, specifically Word, Excel, & Outlook

·         Familiarity with Wealthscape & National Financial Services a plus

·         Familiarity with Envestnet a plus

·         Familiarity with eMoney a plus

Duties & Responsibilities

PFS are support staff members tasked with the execution of various tasks relating to Personal Financial clients of the firm at the direction of the RMR Financial Advisor. This covers activities such as:

•         Preparing Client investment reviews

•         Maintain Client review calendar and schedule

•         Utilize corporate resources to complete required tasks

•         Reporting on financial performance of investment portfolios

•         Creation of standard and ad-hoc reports

•         Monitoring investment lineups and suggesting changes

•         Preparing investment portfolio benchmarking reports

•         Analyzing investment portfolio performance

•         Organizing quarterly investment committee notes that are released to Financial Advisors

•         Following up on open tasks

•         Assisting Clients with questions

•         Upkeep and management of Envestnet

•         Upkeep and management of eMoney

•         Assisting Financial Advisors in staying current with investment portfolio lineup, changes, and market conditions

•         Ability to travel locally 10%-15% of the time.

Company Description

Role: Personal Financial Specialist
Job Type:
Location: Teaneck,

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