What are the responsibilities and job description for the 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.