Planning Associate
Job in
Hialeah, Miami-Dade County, Florida, 33002, USA
Listed on 2026-10-27
Listing for:
Atrium
Full Time
position Listed on 2026-10-27
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Reporting, Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Client Overview
A boutique ensemble wealth advisory firm committed to delivering proactive guidance, white-glove client care, and a collaborative team approach is seeking a Planning Associate to support growth and help build infrastructure for an efficient, scalable client experience.
Salary/Hourly Rate$60k - $75k
Position OverviewThe Planning Associate will provide support to a growing financial planning team. This opportunity is ideal for someone with several years of relevant experience, strong attention to detail, and financial planning software experience.
Responsibilities Of The Planning Associate- Complete various financial planning and paraplanning tasks.
- Provide administrative and operational support to the financial planning team.
- Assist the team with workload associated with tax season.
- Maintain a high level of accuracy and attention to detail across all assigned work.
- Collaborate closely with the firm's operations and partner-level team members.
- Help ensure financial planning tasks and client-related deliverables are completed accurately and on schedule.
- 5-8 years of relevant financial planning, paraplanning, or related experience.
- Active Series 7 license.
- Extreme attention to detail and strong organizational skills.
- Ability to manage multiple priorities and meet deadlines.
- Experience with eMoney or Wealthscape is required.
- Strong communication and collaboration skills.
- Ability to work independently while contributing effectively to a small team.
- Experience with financial planning or wealth management software.
- Experience working in a financial advisory or wealth management firm.
- Experience supporting financial planning processes during tax season.
Position Requirements
10+ Years
work experience
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×