Financial Planning Associate

Immediately
New Planner Recruiting
Paulina Walters
. St. Louis, MO
pwalters@newplannerrecruiting.com
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What we are offering:

We are a small, growing fee-only firm in Chesterfield, MO, seeking an Associate Financial Planner to help us take our firm to the next level. We believe in delivering simplicity and transparency to our clients by establishing meaningful relationships and offering services such as investment management, retirement planning and cash flow and tax planning to individuals and families.

The Associate Financial Planner will work closely with the Advisor/Owner of the company who is an MBA and a Certified Financial Planner. Responsibilities of the Associate Financial Planner will include communicating with clients, assisting with maintenance of client accounts, and preparing for client meetings. Our ideal candidate has strong interpersonal skills and a desire to become a Lead Advisor in one to two years.

What you will get to do:

  • Assist and become responsible for client preparation and meeting materials, participate in client meetings, and handle follow up items
  • Work closely with Lead Advisor on all financial planning and investment management matters
  • Oversee client money movement and track transfer of assets
  • Prepare reports with Client Service team for client meetings
  • Build a collaborative relationship with service providers
  • Assist the advisor with preliminary levels of client data, trading and planning

What we seek in a candidate:

  • Bachelor’s degree from an accredited institution
  • 1-3 years of experience
  • CFP® designation or currently pursuing
  • Dedication to the profession and desire to learn from beginning and grow into an Advisor role
  • Experience with Microsoft Office; with specific experience with Microsoft Excel

Position perks:

 

  • Competitive base salary, with performance based bonus structure
  • Career track established and encouraged
  • 401(k) profit sharing plan with company match
  • Profit sharing plan contribution with vesting period
  • Training/industry sessions to further professional development
  • Paid Vacation and Holidays