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Associate Financial Planner 

Position Associate Financial Planner  
Full-Time/Part-Time Full-Time  
Category Wealth Management / Financial Planning  
About the Organization We are in the 'people business' first and foremost, and we are constantly seeking the very best financial minds to work for our firm.

We embrace diversity, partnership and collaboration among staff members, capitalizing on each employee's strengths. Our culture of focusing on each client's distinct needs has led us to develop a team structure and approach to serving our clients.  

Position Summary

This is a detail oriented administrative position that supports a wealth management team in providing exceptional service and advice to our clients. This position is on the track to become a Wealth Advisor.

Essential Duties and Responsibilities

  • Ensure the timely completion of assigned tasks related to client records
  • Direct client contact via email or phone
  • Coordinate oral and written communications and client related documents
  • Prepare quarterly client portfolio reports
  • Verify the accuracy of the information contained in client reports
  • Prepare account applications and general account maintenance
  • Assist in the portfolio rebalancing process
  • Complete special projects
Shift Days  
Position Requirements

Required Skills and Experience

  • Knowledge of basic financial planning, income tax, equities, mutual funds, and other financial information is required.
  • Excellent oral and written communication skills.
  • Working experience in a Windows environment
  • Proficiency in Microsoft Office applications
  • Experience working with Web-enabled applications and database software

Preferred Skills

  • 1 -3 years of experience in the financial planning field is preferred
  • Experience with various portfolio management and client relationship software such as Tamarac, iRebal, eMoney, and CRM databases

Education and Job Experience Requirements

  • Bachelor’s degree in the field of financial planning or finance
  • The preferred candidate will have, or will be working toward earning the Certified Financial Planner (CFP) designation
Salary Range $52,000 - $60,000  

This position is currently accepting applications.

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