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Financial Planning Associate (Remote)

New York City, Remote
70K - 80K
Closing date
Aug 4, 2024

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Job Role
Financial Planner
Employment Type
Full Time
Experience Level
1-4 years
CFP® Certification

The M+ Financial Planning Associate position offers a unique opportunity to work directly with the M+ Advisor team to provide financial planning advice and analysis to our ultra-high-net-worth clients. This challenging role enables the Financial Planning Associate to provide in-depth insight into the nuances of wealth planning and the innovative planning tools and resources that advisors utilize to deliver holistic advice to clients. As a Financial Associate, you will leverage your CFP or CPWA designation and relevant industry experience and expertise to assist advisors and their clients clarify their long-term objectives and taking the steps necessary to reach their goals.

About M+
M+ is a niche financial services business that works in innovative planning for high-net-worth clients and their advisors. Our mission is to provide comprehensive financial planning solutions that cater to the unique needs of our clients, whose net worth ranges from $20 Million to $500 Million. By partnering with the client’s financial advisor, we provide support and guidance and deliver a gateway to solutions through exclusive industry relationships and venerable insight. In doing so, we go the extra mile by tailoring our strategy around a holistic picture to elevate the client’s financial performance.

Duties + Responsibilities

In this role, you will be responsible for guiding client’s financial strategies, acting as a trusted advocate in areas such as investments, tax strategies, and debt management

  • 5+ years of experience in an administrative support role Evaluate client’s financial documents, including their income, expenses, and liabilities Prepare detailed personal financial statements based on information received Analyzing Clients’ current tax situation, identifying areas for improvement, and implementing effective tax strategies Create strategic financial strategies and budgets for clients Deliver exemplary service and financial guidance to clients, including recommendations for financial, insurance, investment planning, and proposed financial strategies Monitor clients' needs and adjust their financial strategies accordingly Prepare financial and business analysis reports Develop, present, and market financial strategies and services Work closely with other solutions specialists to incorporate sophisticated solutions into the client’s financial picture Find potential clients and foster long-lasting relationships Ensure you stay updated on the latest regulations, practices, and financial products Take a holistic approach to serving higher-income and net-worth clients

Qualifications + Requirements

Successful candidates will be able to incorporate superior time management skills, financial planning acumen, and strong communication skills to support the firm’s clients in addressing a spectrum of financial and investment needs:

  • A minimum of 5 years experience in a similar role
  • Aptitude to analyze large amounts of financial data and comply with regulations
  • Outstanding communication and presentation skills
  • Must demonstrate strong attention to detail and excellent problem-solving abilities
  • Current holder of the CFP and/or CPWA designations

With diverse backgrounds, perspectives, and broad networks, the most effective Associates embody the following characteristics:

  • Entrepreneurial Spirit
  • Intellectual Curiosity
  • High Emotional Quotient ("EQ")
  • Determination and Relentless Drive for Success Excellent
  • Interpersonal and Communication Skills
  • Structure and Discipline

Benefits + Compensation

  • Medical, Dental, Vision, 401(k) with match Paid vacation and sick/personal time
  • Full-time; fully remote
  • $70,000 - $80,000 per year (based on experience) + bonuses

The company is an equal opportunity employer and is committed to creating an inclusive environment for all employees. We strongly encourage applications from all well-qualified candidates, regardless of race, color, gender, gender identity, religion or religious belief, disability, age, nationality, national or ethnic origin, pregnancy, sexual and reproductive health decisions, sexual orientation, marital or civil partner status, caregiver status, military service eligibility, veteran status, or status in any other category in this regard protected by law.

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