Financial Planning Associate

Growing Fee-Only, RIA $400 Million AUM

Our client is a NAPFA registered, comprehensive, financial planning firm committed to delivering superb advice to its ever-growing client base. This talented team of 14 is looking to hire an enthusiastic and empathetic financial planner who is seeking to make an impact in clients’ lives. This position is ideal for the professional who is looking for mentorship, best in class tools, and a clear path to future ownership.

RESPONSIBILITIES WE’LL TRUST YOU WITH

You will take ownership of the financial planning process while engaging in and developing relationships with the firm’s 612 households. Responsible for assisting the Financial Advisors, Senior Financial Advisors, Executives, Operations Team, and Partners of the firm with daily tasks and projects related to financial planning and investment management of clients. Prepare client meeting materials and manage follow-up tasks. Initiate portfolio reviews and prepare trading/rebalancing recommendations. Write blog posts for publication on the company website.

QUALIFICATIONS

Bachelors’ degree from an accredited university; major in financial planning preferred. Must be pursuing the CFP® designation or have passed the exam. Minimum of 1 years’ experience in financial planning and investment management. Proficient in Microsoft Office technology including Excel, Word, Outlook and PowerPoint. Experience creating and delivering presentations preferred. Must be a strong communicator, problem-solver, and leader.

THE PERKS

Competitive salary based on experience. Quarterly bonus structure. 401(k) plan with company match. Holiday pay plus vacation, sick, personal, and volunteer days. Company subsidized medical insurance with the option to purchase dental and vision coverage.