Sr. Financial Planning Associate
📋 Role Overview & Responsibilities
Compensation - $75,000-90,000 base salary with 20% annual bonus.
Our client is a boutique Wealth Management Advisory firm that focuses on designing a personalized plan and helping clients execute it by safely navigating their financial journey and having meaningful adventures along the way.
They are currently seeking a Sr. Financial Associate to join their team.
Responsibilities
Collaborate with Advisors to develop and deliver consistent plans aligned with planning best practices and assumptionsCollaborate with Advisors to establish the prospective client’s financial plan. This may include risk management illustrations and wealth management proposalsDevelop a solid understanding of the firm’s planning operations, pilot new programs, and manage compliance to ensure the practice exceeds standardsWork on formulation and implementation of risk and investment strategies consistent with a comprehensive financial plan prepared for each client Maintain familiarity with industry and economic trends and apply knowledge to client service and relationshipsManage and supervise formulation and implementation of risk and investment strategies consistent with a comprehensive financial plan prepared for each client individuallyIncrease assets under management from an assigned client base (as applicable)Develop new revenue opportunities from outside sourcesConnect with and develop relationships with existing client’s next generationMaintain familiarity with the industry and economic trends Maintain knowledge of and show the ability to apply compliance standardsWorks collegially and productively with clients, peers, and other team members
Qualifications
3+ years of experience in Financial ServicesUnderstanding and ability to articulate Financial PlanningCFP is preferable but not requiredExcellent verbal, written, and presentation communication skillsInsurance License: Life, Health, Long Term CareFamiliarity with Microsoft Office Suite, Adobe Acrobat, and CRM (preferred)Comfortable manipulating, archiving, and moving electronic documentsCommitment to professional development
Compensation
$75,000-90,000 base salary with 20% annual bonus.
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