Financial Planning Associate

Requirements

 Our ideal candidate for this role will strive to reflect our core values in the following ways:

• Excellence - Adds thoughtful and intuitive analysis when brainstorming with the team.  Exceptional attention to detail and works efficiently with little oversight.
• Empowerment - Confident in recommendations and relays information in a way that is understandable when presenting to clients.  Desires to continue learning and take on a specialty.
• Empathy - Helps other team members by considering what they will need to be successful.
• Ethical - Makes decisions and recommendations based on the best interest of the client.
• Engagement - Has a passion for understanding the job functions for each role and is fulfilled by understanding how those functions fit into the objectives of the entire firm.
• Enjoyment - Personal goals are focused around the team, personal fulfillment and helping others.

Daily responsibilities include:

• Work alongside advisory team and third-party professionals to deliver comprehensive financial planning, including in-depth reviews of cash flow planning, insurance policies and/or estate documents.
• Provide advisory team with updates on current financial planning news and changes.
• Develop comprehensive financial plans for high net worth clients , utilizing proficiency with eMoney.

Experience requirements:

• Minimum 3 years of experience in a financial planning or advisory role at a wealth management firm, preferably at an RIA.
• Certified Financial Planner (CFP) certification.

Our offer:

• Competitive compensation package
• Retirement and health benefits
• Transparent career tracks and opportunities for advancement within the organization