Financial Planning Associate

Summary/Objective:

Join our expanding, dynamic, financial team as a Financial Planning Associate (Paraplanner). As a key contributor, you will support financial advisors in creating tailored financial plans, analyzing complex data, and supporting the delivery of integrated financial services that help clients achieve their long-term goals. Bring your passion for finance, your analytical mindset, and your commitment to excellence to this energetic and rewarding role.

Essential Functions

• Responsible for collecting documents from clients, entering client data into financial planning software, and completing the baseline, non-client-facing work associated with the financial planning process.
• Preparing financial planning documentation, ready for endorsement by the financial advisor.
• Preparing and comparing different financial modelling for clients.
• Generating reports and presenting them.
• Maintaining client files.
• Follow-up with clients on information or requests and prepare documents to be sent out.
• Fact-finding and data checking.
• Develop in-depth knowledge of our investment philosophy and strategies and understand how to incorporate our investment philosophy into financial planning recommendations.
• Keep current on financial planning topics, software updates, planning techniques, tax law changes, etc..., and develop mechanisms for communicating the changes effectively.
• Identify and share best practices in planning and delivering planning to clients.

Skills & Competencies

• Ability to quickly form and maintain positive, productive relationships.
• Ability to understand client goals & objectives and tailor solutions around them.
• Innovation and creativity.
• Ability to synthesize and present data in a clear manner.
• Strong technology skills.
• Subject matter expert for eMoney platform.
• Superior attention to detail and follow through.
• Team player and collaborator.
• High standard of professionalism, ethics, confidentiality, and integrity.
• Exceptional oral and written communication skills.
• Exercise good judgment, problem solving, recognize urgency and set priorities.
• Proficient in Microsoft Office Suite or related software. Ability to learn new software programs.
• Flexible, adapts well to change.

Supervisory Responsibility

This position has no direct reports. Provides in-direct supervision of plan coordinators.

Salary

$60,000 to $75,000 per year depending on experience.

Education and Experience

• Minimum 2 years financial planning experience.
• Bachelors' degree from a 4-year college or university or equivalent experience.
• Background in Finance preferred
• CFP or FPQP designation preferred

Job Type: Full-time

Pay: $60, $75,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee discount
• Flexible spending account
• Health insurance
• Life insurance
• Paid time off
• Parental leave
• Professional development assistance

Work Location: In person

Salary : $60,000 - $75,000