Financial Planner

Our client, a rapidly growing independent Registered Investment Advisor (RIA), is seeking an ambitious and analytical Financial Planning Associate to join their team. This is an outstanding opportunity for an early-career professional looking to develop expertise in financial planning, investment management, and client relationship management while working alongside experienced advisors in a collaborative environment.

The Financial Planning Associate will support the firm's advisors in delivering comprehensive financial planning services and helping clients achieve their long-term financial goals.

Key Responsibilities

• Assist advisors in preparing comprehensive financial plans, retirement analyses, cash flow projections, and investment recommendations.
• Gather, organize, and analyze client financial data to support planning engagements.
• Prepare meeting materials, planning presentations, and client deliverables.
• Participate in client meetings and document follow-up action items.
• Conduct research on financial planning topics, investment strategies, insurance solutions, and retirement planning concepts.
• Utilize financial planning software to develop projections and model planning scenarios.
• Support ongoing client service needs and planning updates.
• Maintain accurate client records and ensure data integrity within CRM and planning systems.
• Collaborate with advisors and operations personnel to ensure a seamless client experience.
• Stay current on industry trends, planning strategies, and regulatory developments.

Qualifications

• Bachelor's degree in Finance, Financial Planning, Economics, Business, Accounting, or a related field.
• 2+ years of experience in wealth management, financial planning, financial services, or a related field; OR relevant internship experience and/or coursework in financial planning, investments, retirement planning, or wealth management.
• Strong interest in pursuing a long-term career in financial planning and wealth management.
• CFP or enrolled in CFP coursework
• Strong verbal and written communication abilities.
• High attention to detail and ability to manage multiple priorities.
• Proficiency with Microsoft Excel, Word, and PowerPoint.

Preferred Qualifications

• Exposure to financial planning software such as eMoney.
• Familiarity with investment management concepts and financial markets.
• Experience with CRM systems such as Salesforce.