Advanced Planning Associate

An Advanced Planning Associate, in coordination with clients and the broader team, will be expected to analyze clients’ goals and objectives and execute financial planning deliverables and recommendations. This individual must show a strong desire for personal and professional growth.

• Concierge planner for A/A+ clients and prospects.
• Analyzing client statements and financial goals, execute and deliver financial planning recommendations and complete case preparation for client meeting.
• Serve as a second seat on subset of the firm’s client meetings.
• Assists Director of Planning in analyzing and maintaining the firm’s planning philosophy.
• Coordinate with Director of Planning to identify and communicate planning strategies to the firm’s advisors.

• Bachelor’s degree in business administration, accounting, or finance or equivalent work experience.
• Must obtain Life/Accident/Health license and Series 7 in first year.
• CFP or CPWA designation.
• 3+ years in the Wealth Management Industry.

• Strong desire for personal and professional growth.
• Approachable, respectful, and inclusive communication.
• Ability to give and receive constructive feedback.
• Ability to maintain confidentiality.
• Excellent verbal and written communication skills.
• Excellent verbal and written communication and interpersonal skills.
• Proficient in Microsoft Office Suite or related software.
• Excellent organizational skills and attention to detail.
• Excellent analytical, and problem-solving skills.

$ - $ per year

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Flexible schedule
• Health insurance
• Paid time off
• Parental leave
• Vision insurance

• Bachelor's (Required)

• 25% (Preferred)

Remote