Financial Advisory Financial Planning Associate

Lead with Purpose. Partner with Impact. Founded in 2009 Hughes Financial Services LLC (HFS) is an independent fee-only Registered Investment Advisor (RIA) dedicated to helping individuals and families navigate all aspects of their financial lives with confidence. We specialize in working with public servants and executives in government contracting. As fiduciaries we are committed to providing objective unbiased advice that is always in our clients best interests. Our mission is to empower and partner with those who lead and serve by helping them secure their financial futures and impact generations to HFS we believe exceptional client service begins with teamwork. Every member of our organization plays an important role in delivering a seamless high-quality experience for the families we our firm continues to grow we are seeking a passionate hardworking individual to join our team. This position plays a critical role in delivering by supporting senior/lead advisors as they work directly with is an excellent opportunity for someone looking to build a career within the financial services industry with a goal of moving into an advisory role and working directly with clients (with experience and licensing/designations).What youllDo:Obtaining Client information as directedAnalyzing and evaluating client informationAssisting in the development of financial plans and recommendations in all areas of Financial PlanningMonitoring the status of current financial plans and preparing materials for on-going reviews with clientsBecoming familiar with a variety of software applications including Schwabs Advisor Center eMoney Advisor Black Diamond Holistiplan Vanilla Co-Pilot and SalesforceProviding technical support to clients utilizing the client portal (eMoney & Schwab Alliance)Aiding operations team with client administrative tasksWhat You Bring:Preference will be given to candidates who have begun CFP coursework or are actively pursuing the CFP Degree PreferredWhy join Hughes Financial ServicesJoin a team that is passionate about helping clients achieve financial confidence and independence. Your work will directly contribute to improving the lives of the families we serveWe are committed to investing in our team members professional development and long-term career advancement (firm paid education certifications and professional designations related to career growth)Work within a close-knit supportive organization where every voice a culture built on teamwork integrity and continuous improvementAn emphasis on work life balance: hybrid opportunities reduced summer hours generous PTO policyCompetitive Benefits including a 401k with Matching Company paid health insurance options available etc