Financial Planning Associate

8/21/2019
New Planner Recruiting
Caleb Brown
- Chapel Hill, NC
candidate@newplannerrecruiting.com
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Client-centered, Passionate, Fee-Only RIA

Our client is an independent boutique investment and financial planning firm that serves their ever-growing client base in a fiduciary capacity. This is the perfect opportunity for someone who is enthusiastic about helping people make the most meaningful use of their personal and financial resources. If you’re a dynamic team player who wants a tremendous career opportunity as part of a successful, growing group, this is the team, for you.


RESPONSIBILITIES WE’LL TRUST YOU WITH

Collect, organize and analyze client information. Strategize, construct and present financial plans to the advisory team and clients. Support the Lead Advisor and Senior Financial Planner on your advisory team in a multitude of functions. Create deliverables for client meetings and coordinate planning concepts with outside professionals. Serve as the go-to source on the team for ad hoc planning questions. Assist with trading. Assist with developing and refining internal workflows. Contribute to the firm’s culture of business development and client education.


QUALIFICATIONS

Bachelors’ degree from an accredited university; major in financial planning preferred. Making progress towards the CFP® designation preferred. Have a demonstrated affinity for helping others. Can identify and meet client and teammate needs and requirements on time. Must be a self-starter with a passion for delivering exceptional client-centered service. Possess a balance of strong analytical and interpersonal skills. Can work independently, performing and completing multiple tasks efficiently. Consistently wonder how you can make a positive lasting difference in someone’s life.


THE PERKS

Competitive salary based on experience. Performance-based pay program and career track. Health, dental and vision insurance. 401k, with annual safe-harbor employer contribution. Educational reimbursements (continued education, conference attendance, training budget, etc.) and paid professional dues. Mentorship and learning opportunities in a collaborative team environment. One month paid sabbatical after being with the firm for five years, and every five years thereafter.