Associate Financial Planner

Join to apply for the Associate Financial Planner role at The Planning Center, Inc.

Your objective in the financial planning career track, starting either as a Financial Planning Analyst (working on the CFP® certification) or as an Associate Financial Planner (already obtained the CFP® certification), is to learn how to become a lead relationship manager. You will work alongside our Senior Financial Planners to learn how we deliver a best-in-class experience for our clients. Your first few months will be spent learning the “TPC way” from the ground up.

This process will include engagement in 1‑on‑1 meetings with colleagues to learn systems and processes and group meetings to learn about TPC culture and company‑wide initiatives, involvement in operations procedures such as processing contributions and distributions, and participation in client meetings to learn firsthand how we serve our clients and their families.

Once this foundation has been established, you will be encouraged to take on additional responsibility and contribute directly to the success of the company and its clients. Whether this means taking over responsibility for client relationships, serving on committees, or taking on special projects that inspire you, we are excited for you to bring your own unique value to the company.

• Support the Senior Financial Planner (lead relationship manager) in meetings – initially as a listener and notetaker, with the goal of preparing you to eventually lead meetings and take on the full responsibilities of a Financial Planner.
• Prepare client financial plans.
• Prepare for, take notes, help run, and do follow‑up for existing client review meetings.
• Supervise and review data entry and completion of necessary tasks/business processes within our customer relationship management software and all other TPC tools.
• Become an expert user of our core tools:
  • Customer relationship management software
  • Microsoft Office suite
  • Document management system
  • Cash management software
  • Financial planning software
• Assist with investment analysis, recommendations, and implementation.
• Host initial calls with prospective clients.
• Collaborate with Operations Department to assist in client workflow, such as account opening, transfers, contributions, and distributions.
• Within one to two years, be able to co‑lead client meetings with the Senior Financial Planner, and upon attaining your CFP® certification, be ready to assume sole responsibility of 10‑20 existing client relationships.
• Begin participating in TPC committees and work groups as appropriate and needed.

• Trustworthy, ethical, hard‑working, and professional
• Tech‑savvy
• Strong written and verbal communication skills
• Excellent interpersonal and customer service skills
• “Client‑first” attitude
• Desire to build long‑term relationships with our client families
• Growth mindset
• Adaptable and highly flexible
• Enthusiastic and motivated to help effect positive changes within the organization and the financial planning community
• Capable of working independently and in a team environment
• Strong analytical and financial skills
• A commitment to the practice of financial life planning

• Bachelor’s degree or equivalent (any major is just fine!)
• CFP® certification or strong commitment to complete the process to become a CFP®
  • Preference will be given to those that have already received CFP® certification or have already begun the process to complete all requirements and become a CFP®. Those who have not started the process to become a CFP® professional but are highly interested in becoming a CFP® are still welcome to apply if they can commit to enrolling in a CFP® certification program upon hire with the goal to complete the program in two years.
    
    Applicants without CFP® certification would start at TPC with the title of Financial Planning Analyst and would become an Associate Financial Planner upon receiving CFP® certification.
• Two or more years of relevant experience as a financial planner desired
• Must be able to pass standard industry background checks

• Competitive compensation –
  • With a CFP® certification, $81,000 to $97,000,…