Financial Planning Associate

Job Description

Job Description

At Baune Financial, we are focused on helping clients discover a clear vision for their future and achieve confidence in their financial lives. Charting a client’s course begins by developing a personalized, comprehensive financial plan. We believe financial planning is at the core of everything we do to support and guide our clients. As a Financial Planning Analyst, you will have an opportunity to serve, support, and impact the lives of many clients. We are a rapidly growing team with a pursuit of excellence and focus on continuous learning.

Responsibilities

Client Interactions

• Ensure the appropriate financial planning activities are completed before and after each client meeting
• Provide support to Advisors by attending meetings with existing clients and ensuring the appropriate case preparation and post-meeting actions are taken
• Support the Advisor’s presentation to clients with new or updated financial plans based on the client’s unique and changing needs

Financial Planning

• Work with the Director of Financial Planning to review financial documents provided by clients and discuss planning approach
• Leverage planning tools to create and update financial plans for prospects and clients
• Create supporting documents, aligned with the financial plan, as needed
• Meet with Advisors, as needed, prior to planning meetings with clients

Collaboration and Development

• Stay current on financial planning trends, tools, and regulations and, when appropriate, share with the team.
• Contribute and lead special projects focused on marketing and client engagement

Qualifications

Required

• Bachelor’s degree with a focus on business, finance, or related field
• Health and Life licensed or gained within 6 months of employment
• Required FINRA registrations (SIE and Series 7 within 3 months employment)
• Required Northwestern Mutual licensing as an Associate Wealth Management Advisor within 9 months of employment
• Certified Financial Planner designation or actively pursuing
• Strong analytical and problem-solving skills with attention to detail, accuracy, and reliability
• Strong written and verbal communication
• Ability to work well with others
• Strong organizational and time management skills including prioritization and the ability to meet deadlines
• Ability to thrive in a fast-paced environment
• High level and understanding of client confidentiality