Associate Planner / Paraplanner

Company Overview

Marshall Financial Group is a progressive, community-oriented personal planning firm with high touch service. We help people live better lives today and create a future for personal success and significance. We are located in Doylestown, Pennsylvania in beautiful Bucks County, with convenient access to New York and Philadelphia. We are a fee-only independent Registered Investment Adviser registered with the SEC. As an Employee Stock Ownership Plan company, you are on the path to being an owner when you join our team.

Position Description

The Associate Planner is an early-career client relationship management position that provides technical support for the Lead Planner and/or Senior Planner. Responsibilities include data gathering, modeling, case design, scenario building, plan development, and presentation development. The Associate Planner may participate in client meetings but typically not in a decision-making capacity.

Duties and Responsibilities

The Associate Planner can expect to focus in the following areas:

• Gather, organize, and synthesize client data within a financial planning context

• Prepare client financial plans and presentations for review by Senior Planner

• Prepare financial scenarios

• Attend client meetings in a technical, supporting, and learning role

• All employees are expected to rise above their position requirements when necessary to assist clients, prospective clients, management and/or other associates

• A positive, warm and enthusiastic workplace is vital to our success. Associates will strive to maintain an uplifting environment that nurtures productivity and positive expectations of themselves and other coworkers.

Qualifications

The Associate Planner position typically requires the following qualifications:

• Solid academic track record

• Bachelor’s Degree from an accredited college or university

• CFP® or actively working toward CFP® designation

• Proficiency with Word, Excel, PowerPoint and Outlook

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

• Strong written and verbal communication skills

• A proactive mindset

• Team player, collaborative mentality, ability to work with and through others

• Desire/ability to work successfully in a small company environment

Salary and Benefits

Pay/benefits are competitive based on industry standards.

• Salary based on experience

• Participation in Incentive/ Bonus plan

• Benefits include dental, health care, 401(k)

• Financial support for professional accreditation/continuing education requirements and other education/training opportunities

• Participation in Employee Stock Ownership Plan

If you are interested, please submit your resume and cover letter to mfg1@marshallfinancial.com.

Marshall Financial Group is an Equal Opportunity Employer.