Nikulski Financial, Inc. is always looking for motivated professionals to join our growing team. At Nikulski Financial, Inc., we are comprehensive financial planners who focus on building relationships and getting to know each of our client's unique goals, beliefs, and values. We take a life planning approach to building a personalized comprehensive financial plan that gives clients peace of mind and the ability to create financial goals based on what makes them happy. We truly believe that happiness can be planned!
We have the following openings:
Client Service Coordinator: The client service coordinator is responsible for the day-to-day servicing of client relationships, account maintenance, preparing for client meetings, and serving as a key contact person for all account-related client requests. Daily tasks include supporting both clients and other firm associates, preparing and processing paperwork for account transactions, and completing file reviews and compliance checks for each client. Candidates must have a Bachelor’s degree preferably in business, marketing, or communications, or have applicable related experience, 1+ years of experience in client service (preferably in the financial services industry with an independent registered investment advisory firm), and proficiency in Microsoft Office (required); experience with Salesforce (preferred), document management, and portfolio accounting software (preferred).
Associate Financial Planner: The Associate Financial Planner works directly with Senior Financial Planners to assist with the wealth management and financial planning needs of clients. This position is responsible for providing support to Financial Planners including data gathering, case design, scenario building, financial plan development, and financial plan implementation. Candidates must have a bachelor's degree, preferably in financial planning, business, accounting, finance, or economics or related experience, 3+ years experience in the financial services industry, and be working towards the CFP Designation. Proficiency in Microsoft Office is required. Preferred candidates will have experience with Salesforce CRM, Orion Advisor Services, eMoney, and Nitrogen/Riskalyze.
Senior Financial Planner: The Senior Financial Planner is the firm’s main point of contact with a select group of clients. The position has responsibility for managing client relationships and formulating and implementing advice. The Senior Financial Planner is responsible for leading the firm’s new client expansion effort, with day-to-day responsibilities including generating and servicing new clients as well as servicing existing clients. This position also works with, trains, and supervises other team members in client service delivery. This position requires a bachelor's degree, preferably in financial planning, business, accounting, finance, or economics or related experience, 5+ years of experience in the financial services industry, and a proven track record of developing prospects and landing new clients. A CFP designation and proficiency in Microsoft Office are required. Preferred candidates will have experience with Salesforce CRM, Orion Advisor Services, eMoney, and Nitrogen/Riskalyze.
Resumes can be submitted to email@example.com.
Nikulski Financial, Inc. is a fee-only Registered Investment Advisory (RIA) firm whose advisors bring more than 20 years of fiduciary standard experience and expertise in the field of Financial Planning. We provide personalized advice that is in the best interest of our clients, we don't sell products or collect commissions and we don't just "manage money". The firm provides fee-based asset management and comprehensive financial planning to ensure clients stay on track to achieve their financial goals throughout all phases of life.
Nikulski Financial, Inc. is conveniently located at 4275 Ontario Drive in Bettendorf, IA.