Associate Financial Planner

Primary duties and Responsibilities

The primary responsibility of this role is to assist Advisor with preparation of financial plans.  This will include:

1. Gathering financial planning-related information from clients and entering it into financial planning software.
2. Using the software and other resources to conduct in-depth analysis of clients’ financial circumstances.
3. Articulate observations and recommendations to Advisor based on clients’ goals and objectives. 
4. Annual maintenance of active financial plans.

This role includes client facing responsibilities such as attending client meetings in a supporting role and establishing client relationships during the financial planning process.

Other responsibilities:

Work collaboratively with third-party professionals including CPAs, attorneys, and insurance agents.

Contribute to firm-wide effort to improve overall client experience and firm efficiency.

SKILLS and qualifications Essential: ·Bachelor’s Degree in Business or related field

• Proficiency in Microsoft Office Applications

Preferred:

• Hold the CFP® designation or willing to work towards it
• Minimum of 2 years of experience in financial services providing white glove service to high net worth clients
• Working knowledge of financial planning software (i.e. MoneyGuide Pro and eMoney)

Ideal Candidate:

• Strong analytical abilities and attention to detail
• Polished professional communication skills (written and verbal)
• Desire to serve as a fiduciary, putting client’s best interest first.
• Highly organized, process oriented with ability to multi-task
• Comfortable working under pressure in rapidly changing environment