Financial Planning Associate - Wealth Management

Your Future Team:

We are a growing, independent Registered Investment Advisor (RIA) dedicated to delivering a premier wealth management experience. We are passionate about supporting our clients on a journey to living their best life. While many financial advisors focus on investments, we feel our client’s portfolio is only one part of the picture. We analyze their personal financial situation; help set realistic financial goals and develop plans to achieve them. We believe financial planning allows our clients to make informed decisions and ultimately cultivate wealth over time.

This is a fully remote position with work hours aligned to Eastern Time. Preference will be given to candidates in the New York City metropolitan area, as travel will be expected a few times each year for occasional team meetings and client events.

The Role:

We are seeking a full-time remote Financial Planning Associate to join our team. You will support the financial planning process from client meeting preparation, through preliminary recommendations. You will gather and organize client information, enter data into financial planning software, prepare meeting materials, and help the advisory team deliver a thoughtful, well-coordinated client experience.

This role offers a clearly defined career track with the opportunity for significant professional growth. After learning and adapting to our processes and procedures in the Financial Planning Associate role, you will have the opportunity to begin working with clients as an Associate Advisor, and then ultimately grow into a Lead Advisor. This is a great opportunity for someone who is driven, analytical, and thrives in a collaborative team environment.

What You’ll Do:

• Prepare materials for client meetings
• Gather and organize client data
• Analyze documents and create visual aids as needed for client presentations
• Input data into financial planning software and make preliminary recommendations
• Research creative financial planning solutions
• Prepare cash flow analysis and statements for clients
• Attend client meetings to assist with notetaking and follow up tasks
• Communicate with team members on client documentation, prep and process
• Participate in weekly team meetings

What You’ll Bring:

• 2 or more years of industry experience
• Must hold the CFP® certification or be actively pursuing completion of the CFP® coursework
• Series 65 license desired, but not required
• Basic working familiarity with financial planning and client relationship management software; experience with RightCapital, Holistiplan, Wealthbox, or Hubly is a plus
• Solid working knowledge of Microsoft Office including Excel and PowerPoint
• Strong written and verbal communication skills
• Highly organized with strong follow-through
• Ability to prioritize day-to-day to ensure all tasks are followed up on and completed on time
• Resourceful with the ability to troubleshoot issues that may arise
• Driven, organized and reliable
• Bachelor’s degree required; candidates must also be legally authorized to work in the United States

What We Offer:

• This is a full-time W2 position with required availability during Eastern Time business hours
• Annual base compensation of $80,000-$100,000, based on qualifications and experience
• Eligible for quarterly bonuses tied to firm revenue
• Generous PTO
• 401k plan with matching contribution
• Continuing education support
• Clear opportunity to grow and advance your career
• Direct mentorship and the opportunity to learn alongside accomplished women in the financial services industry
• A collaborative, supportive team environment