What are the responsibilities and job description for the Associate Financial Planner (Early Career) position at Karr Barth Associates Private Client Group?
Karr Barth Associates in Bala Cynwyd, PA is seeking an Associate Financial Planner to support a collaborative team of twelve experienced Financial Advisors. This is an early-career financial planning role designed for individuals building a long-term career in financial planning, wealth management, and advisory services.
In this position, you will gain hands-on experience across financial planning, investments, and client service while working directly with Advisors in a fiduciary-focused advisory practice. The role offers structured mentorship, exposure to real client relationships, and opportunities for professional growth.
Why Join Karr Barth Associates
- Direct mentorship from experienced Financial Advisors
- Exposure to the full financial planning and wealth management lifecycle
- Collaborative, team-oriented work environment
- Emphasis on learning, process improvement, and modern financial technology
- Clear career progression within financial planning and advisory services
Key Responsibilities
Financial Planning & Analysis
- Prepare financial analyses and assist in developing comprehensive financial plans
- Support Advisors with financial plan implementation and ongoing client reviews
- Coordinate with approved vendors for investment or research analysis as needed
Portfolio & Investment Support
- Assist with investment portfolio analysis, rebalancing, and administration
- Maintain accurate portfolio, account, and performance data
- Support ongoing investment monitoring and documentation
Client & Advisor Support
- Process client service requests and follow through to resolution
- Coordinate with internal team members to deliver a seamless client experience
- Maintain accurate and up-to-date client records in CRM and planning systems
Process Improvement & Technology
- Assist in improving workflows, procedures, and documentation
- Utilize financial planning and investment tools to enhance efficiency
- Contribute ideas to improve both the client and Advisor experience
Qualifications
Required
- Bachelor’s degree in Financial Planning, Finance, Accounting, Economics, or a related field
- 0–3 years of experience in financial planning, investments, or financial services
- Active FINRA Series 7 and Series 66 (or Series 63 & 65)
- Strong analytical, organizational, and problem-solving skills
- Proficiency in Microsoft Excel
- Excellent written and verbal communication skills
Preferred (Not Required but able to secure promptly)
- Life, Accident, and Health insurance license, or interest in obtaining
- Exposure to financial planning or investment platforms such as:
- eMoney®
- Morningstar Advisor Workstation or Morningstar Direct
- Asset Map®
- Salesforce® or similar CRM systems
- Internship or prior professional experience in financial services
We encourage candidates who meet most—but not all—qualifications to apply. Training and professional development are core components of this role.
Compensation & Benefits
- Salary range: $65,000 – $80,000 annually, based on experience
- Licensing assistance and professional development support
Health, retirement, and additional benefits discussed during the interview process
Pay: $65,000.00 - $80,000.00 per year
Benefits:
- Health insurance
- Retirement plan
Work Location: Hybrid remote in Bala-Cynwyd, PA 19004
Salary : $65,000 - $80,000