Associate Financial Planner

Sycamore Financial Planning is seeking an Associate Financial Planner to join our independent, fee-only, financial planning firm in our Durham office. This position is a junior professional position in our financial planning career track offering an amazing opportunity to develop a career, guide clients through important decisions, and shape the future of our cutting-edge financial planning firm.

WHAT YOU WILL DO

• Analyze client fact patterns to develop financial plans including goal analysis, document review, plan preparation, and comprehensive advice report preparation.
• Engage with all six phases of the financial planning process under the supportive leadership of a Senior Financial Planner.
• Support analysis and recommendations in the five primary service areas of the firm which include: cash flow / retirement, investments, insurance, taxes, and estate planning.
• With demonstrated mastery of the core knowledge areas, this role will include participation in client meetings.
• Communicate with clients and follow up on action items as needed.
• Enthusiastically participate in professional associations such as FPA and NAPFA.
• Work with the firm’s Senior Financial Planner in an intentional apprenticeship program designed to prepare you for the role of Financial Planner.

WHAT WE SEEK IN A CANDIDATE

• High emotional intelligence and highly empathetic approach to financial planning.
• The highest level of ethical responsibility and respect for client privacy.
• Accuracy and attention to detail for working with client information.
• Solid written and verbal communication skills as well as strong computer skills including expert use of Microsoft Office, financial planning software, and customer relationship management software.
• Ability to understand, embrace, and communicate Sycamore’s business values, ethics, and financial planning model to potential clients.
• A friendly, confident, sincere, and empathetic approach to interpersonal relationships.
• The desire and ability to work both independently and as part of a team.
• Series 65 and CFP® exam successful completion a plus.

QUALIFICATIONS FOR THIS OPPORTUNITY

• Degree in Financial Planning or another 4-year degree with CFP® educational requirement complete.
• Ability to logically understand complex situations, conceive possible solutions, and analyze trade-offs / outcomes.
• Core knowledge of financial industry, financial products, and financial planning concepts.
• Knowledge of the firm’s financial planning and other core systems is a plus.

PERKS TO WORKING AT SYCAMORE FINANCIAL PLANNING

• Competitive compensation.
• Hybrid work model.
• Retirement plan (401k) with company matching.
• Employer subsidized health, dental, and vision insurance plans.
• Employer paid life insurance.
• Formalized professional development program.
• Generous paid time off and holiday schedule.
• Educational reimbursements and paid professional dues.
• Comfortable and friendly office environment.

HOW TO APPLY

Please visit: https://sycamorefinancialplanning.com/about/careers

and follow the link to the Associate Financial Planner career opportunity.