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Financial Planning Associate

Develop customized and comprehensive personal and business financial plans
Maintain client relations by distribution of client questionnaire, data collection, analysis, and review with team to identify key measures within the financial planning system
Utilize financial planning software to generate financial plans, run analysis on tax strategies, real estate, charitable planning and additional areas to supplement financials
Develop presentation material and review with advisor teams
Establish and develop strong relationships with clients by participating in client meetings guiding goal setting strategies
Present specific action plans for clients relative to the specific recommendations made in their financial plan
Optimize department practices and implement strategies to determine changes and upgrades necessary to maximize opportunities with clients and potential clients
Collaborate with other team members and departments to enhance systems and develop processes that increase workflow and generate new business
Conduct analysis of trends and forecasts, recommendation actions for optimization, and perform ongoing research as required by the Director of Financial Planning
Proactively engage in firm wide initiatives developing services and building firm relationships
Maintain procedures and perform business functions with focus on consistency, quality, and compliance Qualifications:

Bachelor's degree (preferably Business, Economics, Accounting or Finance related)
Minimum 2 years of financial industry related experience
CFP designation or coursework in progress
Knowledge of financial planning software; eMoney or Money Guide Pro preferred
Strong interpersonal skills, productive working within a team structure
Technical and analytical experience in measuring data
Excellent written and verbal communication, and presentation skills
Ability to organize and prioritize workflow and assignments in a deadline oriented environment.
Demonstrates attention to detail and accuracy
Ability to work independently and exercise discretion without immediate supervision at all times.
Proficient in Microsoft Office and CRM software

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