Associate Advisor

Immediately
New Planner Recruiting
Charlotte Jacobs
. Ann Arbor, MI
cjacobs@newplannerrecruiting.com
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What our client is offering:

We are a leading fee-only financial planning firm located in vibrant downtown Ann Arbor. We have a young, driven team including 5 CFPs – more than any other firm in the area. Our firm was one of six firms in the country selected as a Top Performer in the 2013 Investment News Best Practices Awards for our human capital management. We are also listed as one of the Top Financial Advisers in 2017 by Barron’s and Financial Times, and are often quoted in industry publications.

We are seeking an Associate Advisor to join our growing team. This is an ideal opportunity for someone with 1-3 years of experience who has the drive to become a Financial Planner with in the next 1-2 years. This is a non-sales position that will work directly with Senior Financial Planners in serving new and existing clients.

What you will get to do:

  • Regularly monitor clients’ financial situations with attention to detail and accuracy
  • Involvement in all aspects of pre-client meeting activities and post-client meeting tasks
  • Prepare financial plans and retirement projections
  • Assist with trading and rebalancing of client investment accounts
  • Maintain client records in CRM and document management software
  • Interact with clients over the phone and in-person professionally and respectfully
  • Facilitate efficient office operations including leading and assisting with process and system improvement projects

What our client seeks in a candidate:

  • B.A. or B.S. degree from an accredited CFP Board registered financial planning program or equivalent experience
  • Pass CFP certification examination within first two years of employment
  • Show curiosity and confidence when dealing with clients and lead advisors
  • Above average knowledge of Microsoft Office
  • Specific experience working with Junxure, Drake Tax Prep, Steele Systems, Morningstar, Right Capital and Raymond James and Schwab systems is helpful, but not required.

Position perks:

 

  • Competitive salary and career track available
  • Company paid health insurance
  • 401K plan with 3% employer match plus annual profit sharing contribution
  • Professional development budget for CE, conferences and training
  • Paid professional dues and licensing fees
  • Parking permit
  • Mentorship and learning opportunities
  • Straightforward, professional and enjoyable work environment