Personal Planning Associate

Summary

Join a premier retirement management practice as a Personal Planning Analyst and contribute to comprehensive planning for clients' financial goals.

Requirements

• 2+ years of financial planning experience with the ability to assess client financial situations and analyze portfolios to develop and implement comprehensive plans aligned with client goals
• Strong client-centered communication skills and a desire to participate and meet directly with clients
• Initiative and follow through as you gather key financial information from clients
• Willingness to learn the firm's approach to comprehensive planning and an appreciation for the value that a complete plan provides
• Attention to detail to ensure all information is entered correctly into each plan
• Life, Accident & Health Insurance licenses (can be obtained once hired)
• Series 6 or 7 and 63 (or obtained within 6 months of start date)

Responsibilities

• Oversee the development and monitoring of client’s financial plans to help each client achieve their unique goals
• Work closely with clients to obtain their financial data, keep it up to date and run scenarios in the planning software
• Assist in providing peace of mind across all aspects of client's retirement and distribution planning including: maximizing tax efficiencies, managing investments, insurance, and estate planning, incorporating social security analysis and Roth conversion strategies

Preferred Qualifications

Bachelor's degree in Business, Finance and/or related field along with the CPA, CFA, or CFP designation