Financial Planning Associate

JOB DESCRIPTION

Financial Planning Associate

JOB SUMMARY

The Financial Planning Associate is an entry level position that provides technical and client service support for Financial Planners and Wealth Managers.

JOB RESPONSIBILITIES

Responsibilities include but are not limited to:

• Provide support for comprehensive financial planning clients by gathering data, developing financial plan analysis and scenarios, packaging and posting meeting materials, and managing meeting notes and action items

• Provide support for investment management clients by preparing and participating in client meetings, managing meeting notes and action items

• Attend and observe client meetings

• Prepare financial plan updates for specified clients

• Assist in helping complete action items for clients

• Other projects and research at the discretion of Advisors and Financial Planners, including business partner collaboration and execution of internal initiative tasks

JOB REQUIREMENTS

Education: Bachelor’s degree and completion of a CFP Board-Registered Certificate Program required.

Experience: Zero to three years of experience in dedicated financial planning position

Other:

• Team player, collaborative, able to work with others

• Highly proficient technical skills with the ability to analyze quantitative and qualitative information

• Ability to make effective decisions using impeccable ethical judgment

• Excellent verbal and written communication skills

• Strong client service skills

• Detail-oriented, accurate, organized, able to set priorities

• Results driven, with the ability to take initiative

• Engage in continuous learning to ensure currency of knowledge and skills

ABOUT KHC WEALTH MANAGEMENT

KHC strives to help people lead the life they want. Our clients don’t work 60 hours a week for money only and the hope they can one day “retire”. They work to utilize their talents, make a contribution and build financial wealth to accomplish things – such as funding children’s college tuition, caring for elderly parents, traveling to places long dreamed of-- living the lifestyle they desire. Whatever THEIR story, KHC strives to help them achieve it. During every phase of life, we are here to help clients plan and take action to accomplish their goals.

Website: www.makinglifecount.com

Visit our blog at kcfinancialplanning.com

OFFERED EMPLOYEE BENEFITS

• Retirement Plan

• Health Insurance

• Life and Disability Insurance

• Paid Time Off