Financial Planning Associate

ZIMMERMAN WEALTH MANAGEMENT, LLC: FINANCIAL PLANNING ASSOCIATE

At ZWM, a Financial Planning Associate works closely with the principal and other planning associates in the preparation and implementation of client financial plans, strategies and analysis. After training, they will take over as the primary planner and relationship manager for a growing number of clients.

Essential Responsibilities

• Input data into financial planning software

• Prepare comprehensive financial plans, reviews, reports and client presentations

• Prepare Senior Advisor and staff for client meetings

• Manage assigned client cases, taking full ownership and responsibility for all client contact, including preparation of meeting agendas, client correspondence, quarterbacking all tasks to completion

• Lead select client meetings, present plans and reviews, take detailed notes, debrief and assign actions

• Implement approved financial plans and investment strategies

• Develop and deepen client and prospect relationships

• Respond directly to client requests

• May perform basic investment research

• Will research client-specific needs, i.e. client’s company benefits

• Will oversee client implementation with other vendors, i.e. analyzing insurance solutions proposed by outside vendors

• Attend weekly Wealth Management meetings.

Qualifications

• A Bachelor’s degree is required

• A Master’s or Graduate degree would be a big plus (Masters in Finance, JD, MBA)

• Two or more years working experience in a similar industry

• Currently pursuing or holding either a CFP, CFA, or CPA designation

• Helpful: a Series 65, 66, 6 or 7 securities license

• Helpful: experience using Cash-Flow Based Financial Planning Software

• Strong technical and interpersonal skills

• Confident, poised and professional in appearance

• Ability to take on creative challenges and manage workload

• Ability to fit into, collaborate and contribute to a closely-knit team environment

Salary:

Based on experience

About Zimmerman Wealth Management, LLC

ZWM is Fee-Only, Fiduciary Advisor to our clients. The only revenues we receive are the advisory fees paid by our clients. We are located in a Class A high-rise office building in downtown Evanston. We serve clients in Illinois, several other states, and a few foreign countries. As a firm of CFP’s, we plan comprehensively for our clients and provide objective advice. We have established trust so that most all clients consider us their primary source for financial advice and help with making decisions; most clients have been with us for at least 15 years, many for over 30 years. We offer a friendly, supportive and flexible work environment, superior retirement benefits, and vacation policies.