The Planning & Insurance associate is responsible for executing the firm’s planning and insurance processes. This role will support and be mentored by the senior associates and directors for the Planning & Insurance department.
Responsibilities:
· Implement firm’s financial planning process including assumptions, template, concept pages and alternate scenarios
· Implement firm’s insurance planning process by generating illustrations, creating recommendations, and updating existing recommendations. Support advisors in providing illustrations, examples, and research needed to answer questions about existing insurance policies.
· Prepare advisors for close meetings by explaining integrated planning observations insurance analysis, etc. as needed and serving as a resource prior to meetings
· Knowledge of all insurance products including life, disability, long term care insurance, and annuities.
· Supports Director of P&I to review Financial Planning Assumptions with firm on a semi-annual basis and outline any proposed changes in the form of a presentation
· Supports senior associates to create new insurance sales ideas and assist with complex insurance case design
· Assist with written briefs on all client-relevant planning ideas on suite of services document and other ideas as needed
· Assist with detailed social security analysis for new and existing A+ clients in retirement income phase
· Prepare senior associates for occasional client meetings and provide advisors with client-ready e-mails as needed
· Assist senior associates with collaboration with the home office’s advanced planning team and product development team on a regular basis
· Research strategies and competitive products as needed
Requirements
· A Minimum of 2 Years of relevant experience working in a Financial Planning or planning related firm
· Currently enrolled in CFP courses or plans to attain CFP within 3 years or have obtained CFP credential
· Bachelor’s degree preferred
· A strong self-starter who willingly takes the initiative, accepts responsibility,
· Analyzing complex data and information and summarize in a concise manner
· Strong organizational skills and utmost attention to detail
· Ability to think critically and solve problems
· A strong track record of effectively leading/working with cross-functional teams, driving meaningful changes and developing others
· Proficiency in Microsoft office applications, expert Excel skills are a plus
Location: 2x a week in local office
Salary: 72-86k
