Financial Planning Associate

MitchellClark & Company
P. Mitchell Clark Jr.
PO Box 117 Brenham, TX 77834 Phone: (979) 836-0550
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Responsibilities/Job Description: • Work closely with and learn directly from CEO financial planner to prepare for ownership • Regular communication with clients and custodians • Analyze multi-year cash flow projections for clients involving taxable distributions from mutual funds, stock option exercises, multiple income sources, and withdrawals from retirement accounts • Perform probability analysis on sustainability of cash demands on retirement accounts and explain results to clients • Implement optimal asset allocations and portfolio rebalancing based on client risk-tolerance, cash needs, and tax efficiency of assets within taxable and tax-deferred accounts • Design and build Excel spreadsheets to convey critical cash flow information and increase quality and efficiency of client performance reporting • Assist CEO in evaluating and selecting integrated technology solutions including CRM, financial planning, performance reporting, tax management, portfolio rebalancing, and website. Qualifications/Experience: • Passed CFP exam or preparing to take exam • Relevant employment experience Ability to manage client relationships with excellent communication skills • Competence in analyzing and solving complex, multi-faceted problems