Associate Planner

Position Overview

This is a sales and service support role supporting the Advisor and Senior Planner. Must be outgoing, friendly, possess a great work ethic, be detail oriented, and a team player.

Ideal Qualities

• Ability to prioritize projects and manage time
• Savvy customer service to include excellent communication; both verbal and written
• Strong initiative for follow-through and follow up
• Service and Sales support orientation
• Demonstrated persistence to achieve quality
• Strong organizational skills, detail oriented, proactive, and resourceful
• Friendly, professional phone manner and enjoys working with a variety of clients
• Reliable, with exceptional work ethic
• Demonstration of maturity and poise under pressure
• Being a team player with the flexibility to contribute as part of a team as well as independently
• Ability to adapt to change

Responsibilities

• Prepare of Financial Plans, Investment Allocation models, Insurance proposals, and presentations for client meetings
• Utilize websites, software and other resources to obtain client and product information
• Compare existing solutions to those currently available in the marketplace
• Establish, organize and maintain detailed client files
• Prepare client correspondence, including letters and email correspondence
• Fulfill routine client service requests, resolve inquiries, and escalate cases when appropriate
• Assist in client meetings
• Assist in retaining, nurturing, growing and expanding client relationships
• Lead communication campaigns and complete quarterly client calls to touch base
• Client Onboarding assistance
• Client gifting coordination and projects (special occasions/ Illness/ celebrations)

Minimum Requirements

• 2+ years of administrative office experience in a fast-paced environment
• Financial Industry experience. CFP preferred, or at least working on it.
• Intermediate to advanced skills with MS Office Suite, specifically Excel
• Desire to obtain long-term employment
• Detail oriented
• Positive attitude
• Ability to excel in a team environment

Salary and Benefits

• $60-75K salary first year plus commissions
• Medical, Dental and Vision benefits, 401k, and generous PTO