Financial Planning Associate

Financial Planning Associate

Miami, FL | Full-time

Be one of the first applicants, read the complete overview of the role below, then send your application for consideration.

Position Overview

The Financial Planning Associate builds, maintains, and stress-tests comprehensive financial plans for families. This role owns planning accuracy and completeness, translates complex analysis into clear recommendations, and develops repeatable processes to support consistent planning quality.

Key Responsibilities

• Build, run, and maintain financial plans for each household on a regular review schedule.

• Identify planning gaps, validate assumptions, and ensure plans remain current and complete.

• Analyze scenarios involving retirement income, tax, estate planning, insurance, and liquidity events.

• Model "what-if" scenarios during meetings and translate results into actionable decisions.

• Prepare planning materials for client reviews and family meetings.

• Maintain accurate, current, and reconciled data within the planning platform.

• Coordinate with outside CPAs, attorneys, and insurance professionals to validate planning inputs.

• Develop repeatable planning processes and templates.

• Communicate planning findings clearly to families and advisors.

Qualifications

• 2–5 years of hands-on financial planning experience as an associate or analyst.

• Demonstrated ability to manage financial plans and scenario analysis from start to finish.

• Strong proficiency with financial planning software and Excel.

• Excellent communication and relationship management skills.

• Strong planning judgment and attention to detail.

• Ability to handle sensitive information with discretion.

• A proactive approach to building and improving repeatable processes.

Preferred Credentials

• CFP certification or active progress toward certification is preferred but not required. xhyhwjd

• Planning judgment and communication skills are prioritized.