Financial Planning Associate

Lafayette, California
Based on experience + Great Benefits
Jun 29, 2021
Jul 29, 2021
Job Role
Employment Type
Full Time
Entry Level
Experience Level
1-4 years
CFP® Certification
  • 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