Financial Planning Associate

The Role

The Financial Planning Associate will work directly with the Lead Advisor to assist with the financial planning needs of clients and facilitate overall financial plan development. The ideal candidate is process-driven, puts the client first, takes ownership, and is always curious. This is a great opportunity for someone who wants to grow long-term in a collaborative team environment, and who can thrive on change within a rapidly scaling organization.

Job Responsibilities

• Assist with client onboarding, including input into financial planning software.
• Creation and delivery of financial plans.
• Manage pre-meeting and post-meeting tasks and workflows
• Acknowledge/respond to all client communication within 24 hours business hours
• Monitor client tasks and workflows to ensure tasks are completed
• Demonstrate professional, ethical and courteous conduct in responsibilities and dealings with clients, prospects, COIs, colleagues and other businesses.
• Participate in strategic planning meetings for the firm.
• Miscellaneous tasks as needed (this may include help with marketing, compliance, etc). We are a small firm, so everyone wears lots of hats.

Professional Qualifications

• 2-5+ years in the financial services industry
• CFP® certificant, or have passed the exam and are working towards the experience
• Series 65 or ability to pass within 6 months
• Experience with equity compensation and retirement income planning
• Experience using the following or similar software: Wealthbox, RightCapital, Holistiplan
• Located in the Seattle area, or from here originally (will consider remote work but strongly prefer candidates who can commit to some in-person hours each month)

Your Other Fabulous Qualities

• Ability to prioritize and get projects done on time
• Ability to keep track of open tasks or project priorities
• Ability to interact with a variety of clients professionally
• Excellent writing skills
• Flexible in the day-to-day workflow
• Excited to take on new challenges and adapt to change
• Empathy and high emotional intelligence in dealing with sensitive client issues

To apply, send a cover letter and resume to concierge@firebrandwealth.com.

Firebrand Wealth Management, LLC, is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, disability, or any other protected status.