Senior Associate, Advanced Wealth Planning

Overview

The organization is seeking a Financial Planner to join its Advanced Wealth Planning team. This role reports to the Director and Head of Advanced Wealth Planning and works with a growing, experienced financial planning group.

Responsibilities

• Prepare and present cases on planning calls for both clients and prospects with assets from $1 million to $15 million
• Consult with clients and develop financial plans and wealth management strategies aligned to clients’ financial and investment goals
• Participate in calls with senior planners and attend debrief sessions to give and receive constructive criticism, including role-play scenarios
• Continue building knowledge of the organization’s tools and financial planning topics (tax, estate, insurance, investments, employee benefits, and related areas)
• Meet with clients on an ongoing basis to review changes to their financial and personal situation
• Assist in developing content for webinars, Monday morning calls, and the Advanced Wealth Planning website
• Work alongside the marketing team to have articles published
• Effectively source business prospects and employ member acquisition techniques
• Assist with data gathering in anticipation of upcoming planning meetings
• Monitor and update client Financial Plans as needed
• Perform other duties as assigned

Requirements

• Bachelor’s Degree
• Certified Financial Planning (CFP) Designation or pursuing the CFP
• Highly organized, technically strong, and an enthusiastic, effective team player
• Ability to think strategically and creatively in a fast-paced environment
• Proven ability to self-start, take initiative, work collaboratively, and drive results
• Excellent written and verbal communication
• Experience with Excel/Word/Outlook/PowerPoint, with an emphasis on Excel

Equal Opportunity

The organization is an equal-opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other class protected by federal, state, or local law. The organization also does not discriminate against qualified applicants with arrest or conviction records.