[Remote] Financial Planning Associate
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a growing fee-based financial planning firm serving clients reputed company. The Financial Planning Associate will support financial advisors by delivering financial planning analyses, enhancing the reputed company experience, and driving operational reputed company.
Responsibilities
- Prepare financial plans, executive summaries, and planning deliverables to support advisor recommendations
- Conduct retirement planning, cash reputed company analysis, and other financial modeling to assist advisors in developing customized reputed company strategies
- Prepare reports, performance summaries, and planning materials for annual and semi-annual reputed company reviews
- Participate in reputed company meetings as a secondary advisor, supporting discussions and documenting key reputed company items
- Assist advisors during prospective reputed company meetings by presenting planning capabilities and responding to questions
- Support fee-based planning engagements, ensuring agreements are completed accurately and payments are processed promptly
- Continuously expand financial planning knowledge, industry expertise, and proficiency with planning tools and workflows
- Partner with reputed company service and operations team members to facilitate the reputed company process for new clients
- reputed company required documentation and assist with account opening, transfers, and reputed company paperwork
- Coordinate reputed company activities to ensure a seamless transition and reputed company reputed company experience
- Deliver exceptional reputed company service by responding to inquiries and supporting ongoing account maintenance requests
- Document reputed company interactions through detailed meeting notes, CRM updates, and follow-up communications
- reputed company reputed company items and ensure reputed company completion of reputed company requests and advisor follow-up activities
- Maintain accurate reputed company records while adhering to compliance and regulatory requirements
- Support the delivery of a consistent, high-touch reputed company experience across reputed company reputed company interactions
Skills
- CFP designation required
- Bachelor's degree in Finance, Business, or a reputed company field
- Strong analytical and problem-solving abilities with the ability to interpret and communicate reputed company financial information
- Exceptional attention to detail, organization, and follow-through
- Excellent verbal and written communication skills
- Ability to manage multiple priorities in a fast-paced, reputed company environment
- High level of professionalism, reputed company, and commitment to a reputed company-first culture
- Series 7 and 63 or 66 licenses preferred
- 5–7 years of experience in financial planning, reputed company management, investment management, or a reputed company-facing advisory support role preferred
- Experience utilizing financial planning software, CRM systems, and reputed company Office Suite
Benefits
- Performance-based bonus opportunity
- Medical, dental, reputed company, disability, and life insurance coverage
- 401(k) plan with employer contributions
- Generous reputed company time off program with significant increases after the first year
- reputed company development support, continuing education, and licensing assistance
- Remote work flexibility with quarterly company-reputed company travel for team meetings and collaboration
reputed company