Planning Associate

A boutique ensemble wealth advisory firm committed to delivering proactive guidance, white-glove client care, and a collaborative team approach is seeking a Planning Associate to support growth and help build infrastructure for an efficient, scalable client experience. By applying to this job, you agree to receive calls, AI-generated calls, text messages, and/or emails from Atrium and its affiliates, and contracted partners.

Client Overview:
A boutique ensemble wealth advisory firm committed to delivering proactive guidance, white-glove client care, and a collaborative team approach is seeking a Planning Associate to support growth and help build infrastructure for an efficient, scalable client experience.

Salary/Hourly Rate:
$60k - $75k

Position Overview:
The Planning Associate will provide support to a growing financial planning team. This opportunity is ideal for someone with several years of relevant experience, strong attention to detail, and financial planning software experience.

Responsibilities of the Planning Associate:

• Complete various financial planning and paraplanning tasks.
• Provide administrative and operational support to the financial planning team.
• Assist the team with workload associated with tax season.
• Maintain a high level of accuracy and attention to detail across all assigned work.
• Collaborate closely with the firm's operations and partner-level team members.
• Help ensure financial planning tasks and client-related deliverables are completed accurately and on schedule.

Required Experience/Skills for the Planning Associate:

• 5-8 years of relevant financial planning, paraplanning, or related experience.
• Active Series 7 license.
• Extreme attention to detail and strong organizational skills.
• Ability to manage multiple priorities and meet deadlines.
• Experience with eMoney or Wealthscape is required.
• Strong communication and collaboration skills.
• Ability to work independently while contributing effectively to a small team.

Preferred Experience/Skills for the Planning Associate:

• Experience with financial planning or wealth management software.
• Experience working in a financial advisory or wealth management firm.
• Experience supporting financial planning processes during tax season.

About Atrium:What you do matters. Guided by our Applicant-Centric™ approach, we foster an environment of collaboration, high performance, and innovation where your talents are valued, and your achievements are celebrated. Join us and become part of an inclusive team committed to your growth and success. By applying to this job, you agree to receive calls, AI-generated calls, text messages, and/or emails from Atrium and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to opt out on any message you receive. For more details, please review our Terms of Use and Privacy Policy . As a woman-owned firm, we value diversity. We are an equal opportunity and affirmative action employer and will consider all applications without regard to race, sex (including gender, pregnancy, sexual orientation and gender identity), age, color, religion or creed, national origin or ancestry, veteran status, disability (physical or mental), genetic information, citizenship or any other characteristic protected by law. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Candidates who apply for roles through the Atrium website will be added to our candidate pool and may be considered for additional roles of a similar title. Please contact us to request an accommodation.
EOE/M/F/D/V/SO

Position ID: 408735