Financial Planning Associate

Seasons of Advice Wealth Management, LLC.
New York, New York
$50,000 - $60,000 commensurate
Jun 17, 2019
Jul 17, 2019
Employment Type
Full Time

Job Description

A boutique wealth management company based in midtown Manhattan is looking for a detail-oriented financial planning analyst who can continue to grow with our firm. The role involves creating and updating comprehensive financial plans. Some of the specific job responsibilities are as follows:

Job Responsibilities

  • Work on developing the financial planning strategies, reporting and analysis for our clients
  • Secure highly sensitive and confidential financial data and information
  • Compile detailed financial reports using calculations, data, and other client-provided information
  • Use information to assemble extensive financial databases
  • Suggest and create financial action plans for companies and individuals
  • Continuously update skill set, expertise, and technical knowledge
  • Work closely with other team members in order to achieve company goals
  • Analyze debt restructuring and refinancing options



  • Compensation includes a competitive base salary (range of $50,000-$60,000) and bonus opportunity with a competitive benefit package.
  • Company is also willing to sponsor and reimburse costs for individuals to obtain the Certified Financial Planner® designation


Preferred Qualification

  • Bachelor's degree in accounting/finance/economics preferred
  • Certified Financial Planner® designation a plus
  • 2-3 years of experience in a financial services company or a strong willingness to learn
  • Experience with Microsoft PowerPoint, Excel and Word is a must
  • Familiarity with financial planning software like NaviPlan is a plus
  • Team player that works well with others is a must
  • Basic knowledge of taxation concepts
  • Basic understanding of the seven areas of personal financial planning

In addition to the above, a successful candidate must demonstrate excellent interpersonal, problem solving and analytical skills as well as being able to function well in a dynamic team environment.