What are the responsibilities and job description for the Financial Planning Associate position at Advent Partners?
We are seeking a detail-oriented and client-focused Planning Associate to join our financial planning team. This role is a key part of our advisor support model, ensuring clients receive an exceptional, organized, and professional planning experience. The Planning Associate helps advisors prepare for client meetings, complete follow-up items, manage financial data, and contribute to the overall efficiency of the planning process.
If you enjoy problem-solving, delivering high-quality work, and playing a critical supporting role in helping clients achieve their financial goals, this position is for you.
Our Team Values
We are a mission-driven team and look for people who embrace the following values:
- Generosity – We give to bless others and inspire clients to do the same.
- Relationship – We prioritize people, connection, and empathy.
- Excellence – We never cut corners; we strive for top-tier professionalism and quality.
- Authenticity – We show up consistently with character and genuine care.
- Fun – We create a positive, uplifting environment that encourages meaningful connection.
Key Responsibilities
- Assist advisors in preparing and delivering comprehensive financial plans.
- Participate in client meetings as needed, take notes, capture action items, and ensure timely follow-up.
- Respond to client inquiries promptly, professionally, and accurately.
- Gather, review, and analyze client financial data (income, expenses, assets, liabilities, insurance, investments, etc.).
- Draft financial plan summaries, recommendations, and reports for advisor review.
- Prepare proposals, meeting agendas, and supporting materials.
- Build models, investment analyses, and planning scenarios using financial planning software.
- Research financial products, investment strategies, and planning solutions.
- Communicate professionally via phone, email, written correspondence, and in person.
- Provide backup support to team members, including answering phones and performing basic office tasks.
- Assist with compliance, disclosures, and adherence to industry rules and regulations.
- Take on additional responsibilities as the team and business needs evolve.
Qualifications
Preferred
- Bachelor’s degree in a related field
- 3 years of financial industry service experience
- Familiarity with financial planning concepts and investment products
- Experience with financial planning software
- Strong proficiency in Microsoft Office and web-based applications
Required
- Excellent organizational, analytical, and communication skills
- Ability to handle multiple priorities and maintain accuracy
- Ability to work independently and within a collaborative team environment
- Working toward the CFP® designation (or intent to pursue)
Personal Characteristics
- Unquestionable integrity and respect for client confidentiality
- Meticulous attention to detail in a highly regulated environment
- Professional demeanor, appearance, and communication
- Dedication to high-quality client service and team collaboration
- Ability to work effectively with business owners, executives, and high-net-worth clients
- Resourcefulness, initiative, and a proactive approach to problem solving
Job Type: Full-time
Pay: $55,000.00 - $75,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Disability insurance
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Professional development assistance
- Vision insurance
Work Location: In person
Salary : $55,000 - $75,000