Financial Planning Associate

At Financial Futures, we believe exceptional financial advice starts with exceptional planning. We're a growing, independent, fee-only wealth management firm integrating investment management, financial planning, and proactive tax planning into one coordinated client experience. We invest heavily in our people through mentoring, continuing education, modern technology, and meaningful opportunities for professional growth within the firm. Position Summary The Associate Wealth Advisor partners with senior advisors and tax professionals to deliver comprehensive wealth management and tax planning solutions through financial planning, integrated tax services, investment support, and exceptional client service. Develop comprehensive financial plans. Analyze retirement, cash flow, insurance, estate, education and investment strategies. Prepare client presentations and meeting materials. Participate in client meetings. Integrated Tax Services Review tax returns to identify planning opportunities. Prepare quarterly tax projections. Organize client tax information for return preparation. Prepare tax workpapers and accurately input information into tax software. Collaborate with tax professionals to prepare high-quality tax returns. Identify planning opportunities uncovered during the tax preparation process. Research tax law changes. Invest & Client Experience Prepare investment reports. Coordinate onboarding and implementation. Deliver proactive client service. Maintain accurate documentation and compliance. What We’re Looking For Bachelor’s degree in Finance, Accounting, Financial Planning, Economics, Business or related field. 2–5 years of relevant experience. Strong analytical, organizational and communication skills. Passion for client service and continuous learning. Ability to anticipate colleague and client needs and pitch in where needed. Savvy with technology with the ability to learn in-house programs and tools. Ability to troubleshoot and work independently. Preferred Qualifications EA or CPA, or interest in tax planning. Experience preparing individual income tax returns. Experience with Schwab Advisor Center, Advyzon, MoneyGuide Pro or similar tools. Advanced Excel skills. Success Looks Like Prepare client-ready financial plans with increasing independence. Develop a thorough understanding of the individual tax preparation process. Identify meaningful tax planning opportunities that benefit clients. Build confidence participating in client meetings. Become proficient in the firm's planning, tax, and investment technology. Build trusted relationships with clients and teammates. Contribute ideas that improve firm processes and elevate the client experience. Our Culture We value integrity, collaboration, accountability, curiosity, and exceptional client service. Every team member is encouraged to contribute ideas, challenge conventional thinking, and continuously improve the way we serve clients. What We Offer Flexible schedule & competitive pay commensurate with experience Company 401(K) with match after 1 year of service Healthcare insurance supplement Supportive and collaborative office environment Ability to create a schedule that works for your life and family commitments Opportunity to work closely with financial planning professionals and high-quality clients #J-18808-Ljbffr Financial Futures LLC