Associate Financial Planner (Summer 2027 Start)

Job Description

About Us:

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Foster & Motley is a growing, independent, employee-owned, fee-only Registered Investment Advisory (RIA) firm that provides clients with investment management and comprehensive financial planning. We currently manage over $3 Billion in client assets and have over 50 dedicated employees. The firm's culture promotes collaboration, professional growth, and a commitment to providing exceptional client service.

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Position Summary:

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Support Financial Planners in the development and maintenance of comprehensive financial plans, conducting research, and managing client data. This is a full-time position located in Cincinnati, Ohio. We anticipate that this role will begin in June of 2027.

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Essential Functions:

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• Plan Development: Prepare and update comprehensive financial plans, including retirement projections, tax planning, cash flow analysis, and estate planning strategies
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• Client Support: Participate in client meetings, take detailed notes, and manage post-meeting follow-up items
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• Analysis: Gather, input, and analyze client financial data using software such as eMoney, Salesforce, and Excel
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• Implementation: Assist with investment implementation, including account opening, asset allocation changes, and money movement, while ensuring compliance with regulations
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• Research & Documentation: Research specific planning issues, prepare investment proposals, and maintain accurate client records
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• Client Communications: Draft client emails, meeting agendas and follow-up summaries for Financial Planners to review, and help keep clients informed on the status of action items and plan updates
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Qualifications:

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• Progress towards CFP® and/or CPA designation preferred
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• Bachelor’s Degree required
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• 0-5 years of professional experience in a wealth management or financial services field and a background in tax is preferred but not required
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• Strong attention to detail and accuracy
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• Highly proficient in Microsoft Office products. Proficiency in eMoney preferred but not required
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• Excellent written and verbal communication skills
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• Develop and maintain a “client-first” service mentality
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• Demonstrate a willingness to work as a team with all levels of the firm and with clients
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• Resourceful problem-solver who’s eager to learn
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• Interest in professional and personal growth by involvement with professional and/or community organizations
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What This Role Offers:

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• A collaborative and challenging work environment where you can make a difference in the lives of our clients
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• This position has room for advancement within Foster & Motley
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• Competitive salary commensurate with experience
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• Annual profitability/performance bonus
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• Safe Harbor 401(k) plan with discretionary profit sharing
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• Medical, Dental, Vision Insurance
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• Short-Term/Long-Term Disability and Group Life insurance
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• Paid vacation and paid parental leave
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• Opportunities for professional growth and continuing education
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• 16 hours per week of remote work flexibility, starting after 90-days of employment
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How to Apply:

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Interested candidates should submit their resume and a cover letter outlining their qualifications and experience to View email address on ziprecruiter.com. We'll review applications on a rolling basis this fall, with an anticipated start in June 2027.