Associate Financial Planning Consultant

GLH&C Financial Services is a full-service, comprehensive wealth management firm in Citrus Heights, California. Our professional team has 100 plus years of combined industry experience and we offer a variety of services ranging from investment advisory to estate planning. We are committed to building long term relationships with our clients while helping them navigate and manage all the unexpected changed that life, and the economy, can throw at us. Our business continues to grow and we could not have accomplished so much without the help of our talent and professional people in our firm. We have a strong culture, competitive pay and benefits and a collaborative workplace that supports employee development and an investment in long-term success.

The Associate Financial Planning Consultant role is a critical position within a financial planning team, designed to provide technical and client support to senior advisors while developing the expertise and skills necessary for a future independent advisory role. This position involves assisting with financial plan preparation, client service, and operational tasks to create capacity for Lead Advisors or Managing Directors. The Associate Fin Financial Planning Consultant may also contribute to firm initiatives, internal projects, and strategic goals.

Candidates must be located near Citrus Heights, CA office.

Core Responsibilities :

General Support

Assist Partner Advisors with analysis, client service, and technical tasks.

Develop and refine technical skills.

Collaborate with team members to ensure seamless client service delivery.

Analytical Support

Prepare financial plans by gathering and analyzing client data using financial planning software.

Attend client meetings to take detailed notes and provide follow-up support.

Conduct portfolio reviews, asset allocation analysis, and generate rebalancing trades.

Research financial products, investment managers, and services to support client recommendations.

Create custom spreadsheets or tools for analyzing specific planning scenarios or purchase decisions.

Client Service

Respond to basic client inquiries regarding account access, statements, or general financial questions.

Facilitate fund transfers, update cost basis information, and complete account-related forms.

Maintain accurate records in CRM systems and generate performance reports using portfolio management tools

Provide product education or options to clients as needed.

Desired Knowledge, Skills, and Abilities :

• Strong analytical skills with attention to detail.
• Excellent communication skills for both client interactions and internal collaboration.
• Ability to manage multiple priorities efficiently in a fast-paced environment.

Proficiency with financial planning software (e.g., eMoney, MoneyGuidePro) and portfolio management tools are preferred.

Minimum Required Education & Experience :

Travel Requirements : Up to (5%)

The position is generally office-based with occasional travel for client meetings or professional events. It requires a combination of independent work on technical tasks and collaborative efforts with the advisory team.

Compensation :

The base annual salary range for this role is $65,000 to $85,000 and a generous incentive compensation package. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and cost of labor considerations.

LI-Hybrid

J-18808-Ljbffr