Financial Planning Associate

A company is looking for a Financial Planning Associate to contribute to a top Advisor team and enhance client financial planning experiences.

Key Responsibilities

Participate in casework completion, attend client meetings, and send recap emails

Gather client financial data, run stress tests, and create relevant documentation

Coordinate with annuity and insurance companies for client contract updates and illustrations

Required Qualifications

B.S. in Financial Planning or a related field

Minimum of 3 years of financial planning experience

Knowledge of financial planning and tax planning software

Proficiency in Office 365 applications

Willingness to explore licenses and certifications as part of role growth