Financial Planning Associate

The ideal candidate for this role is a detail-oriented, organized professional with strong analytical and communication skills. The primary focus is to support the financial planning process by building plans, gathering client data, and assisting advisors in delivering a high-quality planning experience.

RESPONSIBILITIES

The ideal candidate for this role is a detail-oriented, organized professional with strong analytical and communication skills. The primary focus is to support the financial planning process by building plans, gathering client data, and assisting advisors in delivering a high-quality planning experience. Build and update holistic financial plans using PX for client presentations, coordinating with advisors as needed. Assist with onboarding new financial planning clients, including gathering and organizing required data. Prepare materials and documentation for client meetings and financial plan delivery. Communicate with clients and team members to obtain information, provide updates, and support plan completion. Maintain compliant electronic client files, including detailed notes and documentation. Support advisors with case preparation, analysis, and follow-up action items. Ensure accuracy, completeness, and timeliness of all financial planning deliverables. Collaborate with operations, investment, and insurance teams to support integrated client service. Respond promptly to internal and client service requests with professionalism. Send, track, and follow up on invoices for fee-based plans Support advisors with comprehensive financial recommendations Provide general administrative and financial planning support as needed. Complete other duties and special projects as assigned. QUALIFICATIONSRequired PA Life, Accident & Health Insurance License (must have or obtain within first 45 days of employment) Ability to manage time effectively to prioritize and meet daily requirements and deadlines Ability to maintain a high degree of confidentiality and diplomacy, while adhering to regulatory and company compliance requirements Strong communications skills (written and verbal), with the ability to collaborate effectively with team and others Proficient in CRM, PX, Microsoft Applications, i.e., Outlook, Word, Excel Preferred FINRA Registration SIE, Series 6 or 7, and 63 Licensing (Obtain within first two years of employment) Bachelor’s degree in Business, Finance and/or equivalent work experience beneficial #J-18808-Ljbffr Fortivus Wealth Group