Associate Planner - Entry Level - On-site

Foster & Motley is a steadily growing, independent, employee-owned, fee-only firm that provides clients with investment management and comprehensive financial planning. We currently manage over $2.5 Billion in client assets and have 50 dedicated employees. The firm's culture promotes collaboration, professional growth, and a commitment to providing exceptional client service.

Foster & Motley, Inc. is seeking an Associate Planner to join our team. This is a full-time position located in Cincinnati, Ohio. The Associate Planner supports the Financial Planners in the development and maintenance of comprehensive financial plans, conducting research, and managing client data.

• Competitive salary commensurate with experience
• Annual bonus
• Safe Harbor 401(k) plan with discretionary profit sharing
• Medical, Dental, Vision, Short-Term/Long-Term Disability, and Group Life insurance
• Paid time off and paid parental leave
• Opportunities for professional growth and continuing education
• Up to 16 hours per week of remote work flexibility, starting after 90-days of employment

• Plan Development:
  Prepare and update comprehensive financial plans, including retirement projections, tax planning, cash flow analysis, and estate planning strategies
• Client Support:
  Participate in client meetings, take detailed notes, and manage post-meeting follow-up items
• Analysis:
  Gather, input, and analyze client financial data using software such as eMoney, Salesforce, and Excel
• Implementation:
  Assist with investment implementation, including account opening, asset allocation changes, and money movement, while ensuring compliance with regulations
• Research & Documentation:
  Research specific planning issues, prepare investment proposals, and maintain accurate client records
• Assist Financial Planners with client communications, implementing a financial plan, researching specific planning issues, and developing specialized analyses for a client’s comprehensive plan

• Progress towards CFP and/or CPA designation preferred
• Bachelor’s Degree required
• 0-5 years of professional experience in a wealth management or financial services field and a strong background in tax is preferred but not required
• Detail-oriented with a demand for a high degree of accuracy and ability to follow direction
• Highly proficient in Microsoft Office products. Proficiency in eMoney preferred but not required
• Excellent written and verbal communication skills
• Develop and maintain a “client-first” service mentality
• Demonstrate a willingness to work as a team with all levels of the firm and with clients
• Find solutions and develop new skills
• Team player, able to work well
• Interest in professional and personal growth by involvement with professional and/or community organizations