Financial Planning Associate

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, $75,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Health insurance
• Health savings