Associate Financial Planner

Position Summary:

Trinity Financial Planning, a successful and growing fee-only small business, is in search of an Associate Financial Planner to provide technical financial planning and investment management support services. Under the direction and mentorship of the company owner/Principal and related senior staff, the position is anticipated to develop into lead advisor responsibilities. Performance as a problem solver through research and fact-finding, follow through, and ability to be a quick starter with new functions is needed.

Representative job duties include but are not limited to:

• Attend and participate in client meetings, building sound client relationships.
• Prepare client financial plans in Money Guide Pro and other software for review and/or use by the Principal. This includes analyzing multi-year projections for clients involving taxable distributions from mutual funds, multiple income sources, and withdrawals from retirement accounts.
• Analyze and make recommendations on tax planning strategies and insurance policies.
• Develop or apply skills to implement optimal asset allocations and portfolio rebalancing based on client risk-tolerance, cash needs, and tax efficiency of assets within taxable and tax-deferred accounts.
• Serve as a liaison to Schwab or other financial/business entities to execute client requests or financial plan actions.
• Manage client relationships, including: scheduling and all meeting preparation work, answer non-advisory questions, manage client service requests, and handle client account paperwork.
• Manage the business CRM as well as evaluate technology tools or applications for integration opportunities and to improve business efficiency.
• Perform other duties as assigned: serve as a liaison to vendors, assist with client billings & reconciliations, business bill payments, company insurance or licensing tasks, website updates. etc.

Qualifications

Education/Work Experience:

• Bachelor’s degree required, ideally in Personal Finance or other relevant field, from an accredited four-year college or university.
• 2 or more years of relevant work experience in financial services, accounting or similar field is desired.
• Being a CFP is ideal, alternately coursework toward CFP certification in progress is desired.
• Series 65 license a plus.

Representative Knowledge, Skills and Abilities:

• Ability to maintain strict client and business data confidentiality.
• Foundational knowledge of personal income taxes, investment strategies, and insurance analysis.
• Excellent computer proficiency - Office 365, and experience with financial planning software; this includes cloud-based technology such as WealthBox CRM, Box.com, ShareFile, etc.
• Strong organizational, data management and accuracy skills to manage client account transactions effectively and timely.
• Skill in conducting research, assessment and documenting of findings; ability to make logical recommendations based on research and findings.
• Professional verbal communications when working with a range of individuals (e.g., clients, colleagues, vendors, office visitors, etc.).

Additional items:

Background check is required.

This is a full-time salaried position, commensurate with experience.

401k with company match, generous vacation schedule.

Please direct your cover letter and resume to Alison Scherer - Director of Operations at: alison@trinfin.com.  Applications will be accepted until the needs of the position are met; the hiring process is multi-step with a targeted start date in early 2021. For more information about Trinity Financial Planning, please visit www.trinfin.com.