Financial Planning Associate

Job Description

Job Title : Financial Planning Associate

Location : On-site in Suwanee (30024), off GA-141

Schedule : Full-Time

Our client is a well-established, Christ-Centered Financial Planning Firm that has been around for 35 years. Innovative Outsourcing is excited to partner with our client to find a full-time Financial Planning Associate.

Position Overview

This is a professional position that will support the firm's lead advisors directly in managing existing and new client relationships. You will be expected to assist in various projects including portfolio reviews and preparing financial projections using RightCapital financial planning software, Holistiplan tax planning software and a Gap Analysis program. Computer and technology skills are essential with the ability to quickly learn new software. A working knowledge of portfolio allocation and investment management is expected. The lead advisors are available to provide mentoring and big picture direction, but you must have the ability to utilize critical thinking skills, work independently, and anticipate firm needs and client questions.

Responsibilities

Provide support to lead Advisor which includes but is not limited to :

• Prepare for client meetings
• Run illustrations and prepare action plans
• Problem solving for open client tasks
• Relay information between advisors and clients
• Respond to client calls and needs when a lead advisor is not available
• Calculate and help execute trades once trained to do so
• Communicate with clients' other advisors (i.e., lawyers, CPAs, etc.) to help bring clarity to client issues
• Assist lead advisors in preparation for client meetings (review / estate / tax)
• Assist lead advisors during meetings by taking notes and actively listening, then completing next steps / meeting summaries
• Other projects and planning as needed

Professional Development

Other

Candidate Requirements

Compensation

Benefits

Will pay for someone to obtain their CFP or any other licensing necessary.