Advanced Planning Associate
Summary:
An Advanced Planning Associate, in coordination with clients and the broader team, will be expected to analyze clients’ goals and objectives and execute financial planning deliverables and recommendations. This individual must show a strong desire for personal and professional growth.
Core Responsibilities
- Concierge planner for A/A+ clients and prospects.
- Analyzing client statements and financial goals, execute and deliver financial planning recommendations and complete case preparation for client meeting.
- Serve as a second seat on subset of the firm’s client meetings.
- Assists Director of Planning in analyzing and maintaining the firm’s planning philosophy.
- Coordinate with Director of Planning to identify and communicate planning strategies to the firm’s advisors.
Qualifications
Required:
- Bachelor’s degree in business administration, accounting, or finance or equivalent work experience.
- Must obtain Life/Accident/Health license and Series 7 in first year.
- CFP or CPWA designation.
- 3+ years in the Wealth Management Industry.
Key Characteristics
- Strong desire for personal and professional growth.
- Approachable, respectful, and inclusive communication.
- Ability to give and receive constructive feedback.
- Ability to maintain confidentiality.
- Excellent verbal and written communication skills.
- Excellent verbal and written communication and interpersonal skills.
- Proficient in Microsoft Office Suite or related software.
- Excellent organizational skills and attention to detail.
- Excellent analytical, and problem-solving skills.
This role is 2x a week in office in any local office around the country. 3 days remote.
