Financial Planning Advisor - Taylor Family Office

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The TFO through Enterprise Mobility offers an excellent package with market-competitive pay, comprehensive healthcare packages, 401k matching & profit sharing, schedule flexibility, and paid time off.

Compensation decisions will be made based on factors that include, but are not limited to experience, education, location and skill level

Company Overview

Enterprise Mobility is a leading provider of mobility solutions, owning and operating the Enterprise Rent-A-Car, National Car Rental and Alamo Rent A Car brands through its integrated global network of independent regional subsidiaries. Enterprise Mobility and its affiliates offer extensive car rental, carsharing, truck rental, fleet management, retail car sales, as well as travel management and other transportation services, to make travel easier and more convenient for customers.

Privately held by the Taylor family of St. Louis, Enterprise Mobility together with its affiliate Enterprise Fleet Management manages a diverse fleet of 2.3 million vehicles and accounted for nearly $35 billion in revenue through a network of more than 10,000 fully-staffed neighborhood and airport rental locations in more than 90 countries and territories.

Responsibilities

Financial Planning & Reporting

• Conduct analysis of financial situations, including tax implications, investment strategies, estate planning & cash flow planning.

• Prepare monthly, quarterly, and annual financial statements for individual family members, business entities, foundations, and the family office.

• Prepare quarterly summary of charitable giving by family members and foundations

Cash Flow Planning and Management

• Create monthly cash flow forecasting reports for all designated entities.

• Maintain adequate cash levels for all accounts as directed.

• Securely process money movement requests by check, ACH or wire.

Investment Management

• Monitor the performance of fund administrators and other vendors, ensuring adherence to Investment Policy Statement.

• Prepare quarterly and annual reports including aggregated overview of assets, providers, fees, concentrations, risk exposure, etc.

• Work with Accounting Operations Specialist to ensure data integrity of Investment Management System.

Equal Opportunity Employer/Disability/Veterans

Qualifications

Minimum:

• Bachelor's Degree with an emphasis in investment management, financial planning, or similar wealth management field of study

• 5+ years of financial planning experience preferably in a Registered Investment Advisor (RIA), Multi-family office or Wealth Management Firm

• Proficiency in Microsoft Office suite of tools

• Excellent analytical and quantitative skills

• Excellent communication and interpersonal skills with the ability to convey complex financial concepts in an understandable manner

• Must be authorized to work in the United States and not require work authorization sponsorship by our company for this position now or in the future

Preferred:

• Certified Financial Planner (CFP)
• Experience in a family office, RIA or small business setting