Associate Planner

PARTNERSINWEALTH is seeking to dramatically accelerate growth and we are looking for a mission-focused Associate Planner who is driven by an unwavering desire for self-improvement and excellence. This is an outstanding opportunity for a highly motivated professional.

Responsibilities

Reporting to the VP-Client Services the Associate Planner will be a critical member of the team supporting the PERSONALCFO, and will have the following responsibilities:

• Assist in preparation of financial plans for clients including analysis and recommendations in areas such as cash-flow, retirement, tax management, estate-planning, education-funding, stock options and risk mitigation.

• Manage pre-client meeting activities such as preparation of agendas, client-ready financial plan presentations, recommendations and client paperwork.

• Manage post-client meeting tasks in a timely manner such as meeting notes, revisions to financial plans as needed and implementation of agreed to recommendations.

• Evaluate clients current investments, assist in development of recommendations and presentation to clients, implement changes per clients Investment Policy Statements.

• Follow-up with clients’ other advisors and our collaboration partners as needed.

• Demonstrate a high level of quality service to clients by maintaining a keen awareness of their comprehensive financial situation and responding promptly to their needs.

Qualifications

Above all else, the successful candidate must believe in the core values of PARTNERSINWEALTH and be driven by our mission. Beyond that, we are seeking a candidate that has a selfless desire to lead people to a higher level of financial peace of mind.

The successful candidate will most likely have around 5 to 10 years of business experience with around 5 years in the financial advisory field. Additional requirements are:

• Overall DNA — highly detailed and organized, constant desire to increase knowledge and ability, laser focus on meeting client needs in a team environment, building a spirit of cooperation and sharing knowledge and skills with others for the betterment of our clients.

• People Skills – confidence interacting with older and knowledgeable high net worth clients and other stake holders. Ability to confidently present a new perspective or different opinion.

• Communication – ability to clearly and succinctly communicate both verbally and in writing.

• Action Oriented — strong work ethic and looks for challenges; able to act and react as necessary, even if limited information is available; not afraid to make decisions.

• Technology Acumen – innate ability to understand technology including cloud-based software. Working knowledge of ByAllAccounts, eMoney, TRX and Orion software a plus.

• Educational Background — four year undergraduate degree required, preferably in accounting, business, finance, economics, or related fields. Basic understanding of financial planning strategies for high net worth clients.

• The ideal candidate would have received their CFP, CPA or ChFC designation.

To apply, please send resume and cover letter to jji@partnersinwealth.com.