Associate Financial Planner

The Asset Advisory Group provides advice and support to a diverse set of individuals and families who seek objective guidance on achieving their financial goals. Our company has grown over the last 30 years by maintaining a reputation for dependable advice, nurturing staff and a commitment to ethical standards. Rather than selling financial products, we focus on developing financial analyses and action steps which we deliver to clients in a comfortable, family-oriented atmosphere.

A career at TAAG is ideal for someone who demonstrates personal responsibility and possesses both analytical and communication skills. The role of an Associate Financial Planner will follow a career path toward a Financial Planner position.

Primary Responsibilities

• Help develop materials for client meetings, including financial reports such as cash flow and tax analyses, insurance reviews and retirement projections

• Accompany advisors to client and prospect meetings to hone presentation and communication skills

• Assist clients with implementing financial planning and investment recommendations

• Review portfolios and recommend trades for client accounts

• Contribute ideas that enable us to continually improve our service offerings to clients and our efficiency and experience as a team

• Represent TAAG in a way that promotes the positive reputation and growth of the firm

Keys to Success

• Align with our core values including autonomy, dependability, growth, nurturance and simplicity

• Keep a client-first attitude, always

• Have a meticulous eye for detail

• Work independently to manage workload and prioritize a variety of competing tasks

• Enjoy and excel at analytical work

• Possess excellent written and verbal communication skills, with an emphasis on the ability to actively listen to clients

• Maintain an approachable but polished presence that puts clients at ease and engenders trust

• Demonstrate a desire for continued personal and professional development

• Hold a Bachelor’s degree or higher and be familiar with financial concepts

Extensive education and experience in finance are helpful but not essential requirements for this position. We are seeking a candidate who has a demonstrated interest in the field of financial planning and is enthusiastic about a rewarding career spent helping people overcome obstacles, deploy resources and realize dreams. If a candidate has not yet attained the CERTIFIED FINANCIAL PLANNER™ certification, they should be enrolled or willing to enroll in an accredited CFP® education program to prepare for the exam.

Employee Benefits

• Competitive, salary-based compensation

• Financial benefits including health insurance, Health Savings Account, 401(k) match, profit sharing contribution and employer-paid disability insurance

• Paid time off, including time for volunteering

• Professional development opportunities including mentoring, tuition reimbursement, and the opportunity to attend industry conferences around the country

As a small firm, we grow our team intentionally with the desire to attract long-term employees. If you are looking for an opportunity to pursue the highly-satisfying career of a financial planner as a member of a driven and supportive team, we look forward to hearing from you.

About The Asset Advisory Group, Inc. (TAAG)

TAAG is an Independent Registered Investment Advisor with the U.S. Securities and Exchange Commission ("SEC") based in Cincinnati, OH. A fee-only financial planning and investment management firm, we focus solely on enhancing the financial and emotional well-being of the individuals and families we serve. Our team of CERTIFIED FINANCIAL PLANNER™ advisors and the rest of our staff enjoy a culture and structure that allows us to provide unique, best-in-class service to our clients. Learn more about TAAG at www.taaginc.com.

TAAG is an equal opportunity employer. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, gender, age, disability, sexual orientation, protected veterans’ status or any other legally-protected factors.