Financial Planning Associate

Fairfield, OH - USA

Monthly Salary: Not Disclosed

Posted on: Yesterday

Vacancies: 1 Vacancy

Job Summary

Our firm is looking to hire a Financial Planning Associate to support the advisory team to nurture long-term needs of firm clients and to actively participate in the advanced planning addition to building your technical mastery you will anticipate needs resolve problems and follow through on agreed upon deliverables. You will provide consistent accurate and timely results with research development of work product meeting preparation meeting attendance and note-taking occasional meeting contribution reporting analysis as well as the inputting of data into the financial planning tools. You will follow the highest standard of business and professional ethics as well as all legal and regulatory requirements.

You are an excellent communicator that can grasp others needs and develop remarkable ways to fulfill them. You can move through your work efficiently while recognizing that the detailed work in our business is critical. You have enough experience and/or common sense to know that the first answer isnt always the right one and you are incredibly resourceful and thoughtful in all your interactions. You are going to be tech savvy an adopter of change and always willing to help. You are naturally curious love organization and embrace detail work.

This role is ideal for those who wish to be challenged intellectually grow professionally strengthen their financial planning talents and develop client advisory skills under the guidance and mentorship of an experienced advisory team.

Responsibilities

Support advisory team with preparation of well-polished documentation and presentation materials for meetings
Attend and participate in meetings with prospects and existing clients
Record meeting notes on topics covered changes in clients needs and action items
Summarize meeting and schedule action items in the CRM
Complete any applicable action items utilizing firm processes and procedures
Work with team to ensure all actions for clients are tracked and completed
Coordinate financial plan development including initial financial plan data entry development and working with advisory team to develop scenarios ongoing monitoring evaluations and any necessary updates
Create quarterly and/or annual client summaries of net worth estate distribution insurance income tax cash flow projections and investments
Work in conjunction with the advisory team to deliver services to clients
Communicate and follow up regularly with clients developing strong relationships and rapport
Assist with initiatives focused on value-add content delivered to clients
Other special projects to support firm-wide process improvement and capabilities

Knowledge Skills & Abilities

Bachelors degree required preferably in finance financial planning or a related field
CFP Education Requirements completed; new hire must pass the CFP Examination within 1 year from date of hire
- We will provide financial support mentorship and time in the regular workweek to accomplish this
0-3 years of experience in the wealth management industry is common for this role; this is an entry-level financial planning position and promotability is determined primarily by the ability to obtain and be able to use the CFP
Strong work ethic deadline-focused and positive attitude
Collaborative team player who believes in relentless customer satisfaction
Excellent verbal written presentation listening and interpersonal communication skills
Intellectual curiosity about technology and awareness of current trends
Uncompromising integrity
Superior initiative and ability to maintain high levels of personal accountability
Can-do attitude enthusiastic and a strong aptitude for learning
Capacity for independence and self-motivation in a fast-paced environment
The ability to effectively prioritize workloads and complete tasks within time constraints is essential
Organizational skills and attention to detail are critical given the nature of paperwork processes and work upon which both clients and the advisory team depend
Familiar with Black Diamond Wealthbox eMoney Schwab preferred and/or other industry-specific platforms
Advanced Microsoft Office skills

Required Experience:

Responsibilities

Support advisory team with preparation of well-polished documentation and presentation materials for meetings
Attend and participate in meetings with prospects and existing clients
Record meeting notes on topics covered changes in clients needs and action items
Summarize meeting and schedule action items in the CRM
Complete any applicable action items utilizing firm processes and procedures
Work with team to ensure all actions for clients are tracked and completed
Coordinate financial plan development including initial financial plan data entry development and working with advisory team to develop scenarios ongoing monitoring evaluations and any necessary updates
Create quarterly and/or annual client summaries of net worth estate distribution insurance income tax cash flow projections and investments
Work in conjunction with the advisory team to deliver services to clients
Communicate and follow up regularly with clients developing strong relationships and rapport
Assist with initiatives focused on value-add content delivered to clients
Other special projects to support firm-wide process improvement and capabilities

Knowledge Skills & Abilities

Bachelors degree required preferably in finance financial planning or a related field
CFP Education Requirements completed; new hire must pass the CFP Examination within 1 year from date of hire
- We will provide financial support mentorship and time in the regular workweek to accomplish this
0-3 years of experience in the wealth management industry is common for this role; this is an entry-level financial planning position and promotability is determined primarily by the ability to obtain and be able to use the CFP
Strong work ethic deadline-focused and positive attitude
Collaborative team player who believes in relentless customer satisfaction
Excellent verbal written presentation listening and interpersonal communication skills
Intellectual curiosity about technology and awareness of current trends
Uncompromising integrity
Superior initiative and ability to maintain high levels of personal accountability
Can-do attitude enthusiastic and a strong aptitude for learning
Capacity for independence and self-motivation in a fast-paced environment
The ability to effectively prioritize workloads and complete tasks within time constraints is essential
Organizational skills and attention to detail are critical given the nature of paperwork processes and work upon which both clients and the advisory team depend
Familiar with Black Diamond Wealthbox eMoney Schwab preferred and/or other industry-specific platforms
Advanced Microsoft Office skills