Job Description
Job Description
About the Firm
We are a growing financial planning firm committed to delivering exceptional, personalized planning experiences for our clients. Our team values expertise, accuracy, and a collaborative, client-focused approach.
Position Overview
We are seeking an Associate Financial Planner to support our senior advisors in developing high-quality financial plans and related deliverables. This role is ideal for a financial planning professional looking to apply technical expertise in a meaningful way, with opportunity to grow into an advisor position for the right candidate.
Primary Responsibilities
Financial Plan Construction & Development
- Meet with senior advisors to define financial planning scope and direction.
- Gather and enter client data into eMoney financial planning software.
- Develop comprehensive first drafts of holistic financial plans, including retirement projections, cash-flow analysis, investment portfolio evaluations, tax and estate planning considerations, and insurance/risk management strategies.
- Translate advisor notes and meeting discussions into clear, well-written plan narratives.
- Ensure all plan deliverables are accurate, thorough, and client-ready.
Operational Support & Documentation
- Communicate directly with clients to collect required information for upcoming meetings.
- Prepare materials for client meetings, reviews, and follow-ups.
- Maintain detailed records within Redtail CRM.
- Deliver finalized materials to senior advisors and clients post-meeting.
Quality Assurance
- Review planning outputs for accuracy and completeness.
- Ensure compliance with firm standards and regulatory requirements.
- Maintain organized, up-to-date client documentation.
Ideal Qualifications
- Experience: 2+ years of paraplanning or financial planning experience. Previous client-facing experience a plus, particularly for candidates interested in future advisory roles.
- Knowledge: Solid understanding of holistic financial planning concepts—retirement planning, investments, tax, estate planning, and risk management. CFP® certification or active progress toward CFP® designation preferred.
- Technical Skills:
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- Strong command of Excel and the Microsoft Office Suite.
- Proficiency with eMoney (or similar financial planning platforms).
- Experience with CRM systems (Redtail preferred).
- Familiarity with Holistiplan or tax planning principles preferred.
- Communication: Exceptional writing and grammar skills; ability to explain complex financial topics clearly and concisely.
- Attention to Detail: High accuracy in data entry, calculations, and written deliverables.
- Work Style: Self-motivated, organized, and able to work independently.
Position Details
- Hours: Monday–Friday, 9:00 a.m.–5:00 p.m.
- Location: 100% in-person.
- Compensation: Competitive, commensurate with experience. Base compensation typically ranges from $66,500–$80,000, depending on experience and credentials. Total compensation includes bonus potential, health insurance subsidy, employer HSA contribution, & 401(k).
- Growth Opportunity: Significant potential to expand responsibilities and progress toward an advisory role based on the successful applicants’ exemplary performance and personal career ambitions.
What We Offer
- The opportunity to engage in meaningful, high-quality planning work.
- Direct collaboration with and mentorship from senior advisors.
- Clear pathways for professional development and potential client-facing responsibilities.
- A supportive environment that values expertise, precision, and professional growth.