Associate Financial Planner

ASSOCIATE FINANCIAL PLANNER (Permanent) Our client, a local wealth management firm in WNY, is looking to add an Associate Financial Planner to their growing team. This is an excellent opportunity for professional growth, long-term stability, and an excellent work-life balance.

• Perform daily support to Senior Financial Advisors in developing thorough financial plans for clients
• Gather critical data from clients in order to appropriately advise on retirement projections, tax considerations, estate planning, investment analysis, etc.
• Ensure all client data is input into financial planning systems—eMoney—accurately and in a timely manner
• Utilize client information and advisor discussions to draft initial financial plans
• Prepare necessary materials/information packets for client meetings to ensure thoughtful, professional presentations are delivered
• Act as the initial point of contact for clients, answering questions, addressing/escalating issues, gathering required documentation, and following up as necessary
• Manage client files, ensuring records are meticulously maintained in Redtail CRM
• Regularly review planning outputs to ensure compliance, accuracy, and firm standards are maintained
• Collaborate with internal team members to ensure client satisfaction is achieved at all times
• Complete special projects as needed
• Other duties as assigned/as necessary

• Position is full-time, direct hire
• 100% in-office
• Standard 40 hours/week
• $65,000 - $80,000 annually depending on experience; bonus eligibility after one year
• Bachelor’s Degree required (discipline in Finance, Business, or related)
• CFP or active pursuit of certification is a plus
• 2-3 years’ experience in financial planning or paraplanning in a wealth management firm
• Sound understanding of financial planning concepts, retirement, tax planning, estate planning, insurance, investments, etc.
• Experience using eMoney or similar financial planning software is preferred
• Strong communication skills; comfortable making presentations to clients
• Strong organizational and time management skills
• Strong attention to detail
• Self-motivated
• Relocation not available
• Candidates must be authorized to work in the United States;
  Visa sponsorship is not available
• All employees and applicants, please know that you have access at all times to New York State and Federal Labor Laws and Posters at the Government Agency websites:  https://(Use the "Apply for this Job" box below).-posters

Associate Financial Planner
• Buffalo, NY, us