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Financial Planning Associate

We are seeking a Financial Planning Associate who is passionate about helping others achieve their financial goals. This is not a sales role; the Financial Planning Associate will play a key role in proactively taking care of current and future clients to assist them with their long-term financial goals.

Principal Responsibilities:

  • Provide planning and research support to the firm’s Wealth Management Advisor.
  • Maintain client relationships by developing and deepening connections with each family. Provide exceptional client service through in-person, phone, and email communications.
  • Attend client meetings, take detailed notes, follow up, and correspond with clients.
  • Participate in planning meetings and translate those discussions into a strategy for data collection and analysis to help drive financial planning efforts.
  • Complete accurate financial plans using financial planning software.
  • Perform complex analysis of planning strategies, risks, and opportunities in the areas of retirement planning, tax planning, estate planning, cash flow planning, asset allocation, and asset protection.
  • Master the implementation of client planning strategies.
  • Produce client deliverables in a timely, accurate, and informative manner.
  • Ensure compliance with SEC/Firm regulations and fulfill educational requirements.
  • Cultivate relationships with other professionals and strategic partners.

Qualifications:

  •  BA or BS in business, finance, or similar; advanced degree/designation preferred (e.g., MBA, CFP®, CPA).
  • Enrolled or willingness to enroll in CPA, CFP®, or CFA Certification Program.
  • 3-5 years of experience as a financial planner with client facing and financial planning experience.
  • FINRA Series 66 registration.
  • Familiarity with Fidelity and/or Schwab custodial platforms preferred.
  • Strong understanding and ability to communicate financial planning concepts.
  • Proficient in MS Office Suite, financial planning software, and basic CRM systems.
  • Excellent verbal and written communication skills.
  • Ability to build rapport with clients and colleagues.
  • Exceptional organizational skills and attention to detail.

The Financial Planning Associate role offers an exciting opportunity to contribute to our clients' financial success and grow within our dynamic team. If you possess the required skills and are committed to delivering outstanding service, we encourage you to apply.