Associate Planner

Total Alignment Wealth Advisors, LLC and its affiliated entities are seeking a new hire for its growing fee-only financial planning and multi-family office firm.

The position sought is for an Associate Planner.  This position would start on a part-time or full-time basis.  Primary duties would include conducting various research for client issues, preparing hypothetical financial impact projections and analysis reports to help clients make informed financial decisions, reviewing and updating client action items, coordinating with clients’ outside advisors, assisting with periodic newsletter research and use of various company systems (including eMoney Advisor, various Microsoft Office and CRM systems, Morningstar and our in-house proprietary patent-pending Empoweris™ Advanced Analytics system).   Prior experience in the field of financial planning, tax, investment, insurance or estate planning is required.  Proximity to Southern NJ-Philadelphia suburbs is preferred.  The ideal candidate is highly organized, proficient with Microsoft Excel, has a Bachelor’s degree, has or is seeking a Certified Financial Planner™ designation, CPA or Masters of Tax and has a strong belief in the value of independent financial advice that does not depend on any transactions-based sales.  New business initiatives are not required or expected but will be rewarded.  Compensation will be commensurate with qualifications and dedication of time.

Interested candidates should e-mail their resumes and cover letter to hr@totalalignmentwealth.com.