Advanced Planning Associate

Lead-Advisor • Full-time • Remote • $125k - $150k / year • 3w ago

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