Financial Planning Associate

Compensation: $95K-$115K plus bonus and benefits

Our client is a highly skilled professional boutique community of wealth advisors and support staff who serve the upper echelon of business leaders around the country. Their environment is one of strong integrity and character, with a focus on developing deep personal relationships, both internally and with valued clientele.

With an emphasis on personal growth, challenge, responsibility and accountability, the team strives to allow everyone to grow personally and professionally to provide exceptional service and attention to clients. Developing an atmosphere of trust, accountability and service is woven throughout the culture as they seek to provide timely wisdom, holistic guidance and solution-based planning.

They are a fast-paced, hard-charging team, so applicants need to be personally responsible for prioritizing their daily responsibilities, producing at a high level, being highly motivated, and, most importantly, being teachable with a gracious attitude toward correction.

General Description

The Financial Planner or Associate Planner will understand the clients’ situations and craft personalized plans, tailored to each client’s unique circumstances. They work with the team to provide and vet innovative solutions and ideas. The Financial Planner is a leader in our client engagement process. They will ensure that the client experience is seamless and consistent.

Duties and Responsibilities

Prepare financial plans and recommendations for prospective and existing clientsCapture holistic snapshots for our clients’ financesIdentify areas for improving clients financial standing (i.e., tax efficiency, Monte Carlo improvement, asset location and asset allocation enhancements, estate planning modifications, etc.)Identify and build repeatable processes for scaleIntegrate investments and insurance holistically within each planParticipate in client meetings for financial plan design, presentation and implementationMonitor industry trends and legislation impacting the financial planning industryEnsure compliance requirements are implemented and followed

Qualifications

Bachelor’s Degree5+ years financial services experienceSeries 7 requiredCFP designation or ability to study and sit for the CFP examMust understand financials and know how to read a balance sheet wellAbility to think strategically and execute methodically through the entire client relationshipWillingness to roll up your sleeves and do whatever is necessary; general manager/owner mentalityAbility to analyze data, diagnose client needs and provide recommendations for a relevant solutionExceptional problem-solving skills with the ability to work in a fast-paced and rapidly changing environment. Comfortable working through ambiguous situations.Excellent spoken and written communication skills with a keen ability to present complex ideas in a clear, compelling and concise fashion.Willingness to work outside position parameters and think creatively to provide the highest level of client service.A self-starting team player with a passion for putting the client first.A tenacious problem solver that tackles any task with conviction and energy.

Compensation

$95K-$115K plus bonus and benefits