We are looking for a dedicated Associate Financial Planner to join our dynamic team. This exciting opportunity is ideal for candidates with a bachelor’s degree and at least two years of experience in financial planning. As a key member of our team, you will work with an established client base as part of a Dream Team and contribute to the growth of a forward-thinking firm committed to delivering exceptional service. We are seeking a candidate who is passionate about putting clients’ interests first and thrives in a collaborative, innovative environment.
This role will challenge you to prepare client meeting agendas and materials. Attend and participate in client meetings, presenting portions of the meeting and delivering advice when appropriate. In this role you will begin to cultivate the ability — and embrace the expectation — to proactively anticipate client needs and build genuine, enduring rapport.
Responsibilities
Take notes during client meetings and prepare formal correspondence
Input actions resulting from client meetings into CRM
Responsible for post meeting follow-ups
Coordinate and lead team meetings
Serve as peer-resource
Provide constructive feedback to lead planners
Able to clearly articulate our value proposition
Communicate the firm’s financial life planning and investment philosophies
Support and train interns and FPAs in understanding our firm’s financial planning process and main service lines
Possess expertise and execute our financial planning process
Prepare accurate financial planning projections with a deep understanding of assumptions and inputs
Develop thorough and well-considered financial analysis for presentation to clients
Understand landscape of profession, products and planning concepts
Skills
Practice inquisitive inquiry
Picking up on emotional cues and communicate with empathy
Demonstrate confidence in verbal communication, reducing discourse markers and interjections
Communicate thoughts clearly and concisely.
Qualifications
Bachelor’s degree
CFP® certification or obtainable with 18 months
A minimum of two years of experience