Associate Financial Planner

Associate Financial PlannerOur client a fee-only financial planning firm working toward their vision of specializing in sabbatical planning. They have strong relationships with our current client base, and plan to build out our service offering of helping clients envision, fund, and actually take meaningful time away from work. All of their work is grounded in Life Planning principles and techniques. The Associate Financial Planner is core to serving both groups – existing clients as well as new, sabbatical planning clients – by preparing the analysis, plans, and follow-through that make each client's goals come to reality, working side by side with our planners. It's a role for someone who can take a project from scope to finish, cares about how clients feel, can collaborate and work independently, and wants to grow (or continue to grow) toward advising clients directly.Financial PlansRequest and manage source documents from clients in a secure mannerBuild and update plans in RightCapital; keep assumptions current and document sourcesCreate custom analyses and spreadsheets for client decisions and planning scenarios (e.g. pension analyses, life insurance needs, etc.)Tax PlanningReview tax returns in HolistiplanDeliver tax reports and key takeaways for potential strategies to clientsUpdate the master tax planning spreadsheet throughout the yearUpdate tax projections and build scenarios as needed, documenting deciding factorsStrategy & ImplementationCan translate strategic level conversation into implementable, trackable tasksUnderstand withdrawal strategies and their implications; recommend implementation steps (e.g., paperwork needed) once a strategy is decidedEventually execute tradesClient ServiceFacilitate portions of the client onboarding processMaintain topic reference sheets (college planning, inherited IRA strategies, etc.) for client-facing materialsPrepare checklists, agendas, and materials for client meetingsAttend client meetings and take thorough notes; draft initial notes and send final copyTranslate client conversations into implementable tasks and track progress and completionCorrespond with clients by email; answer routine service questionsCoordinate tasks and troubleshoot with the Client Services CoordinatorProcess & FirmScope a project, break it down, and complete it end to end within our annual service calendar, tracking and communicating progressBuild out processes, checklists, deliverable templates; organize filesReview blog posts for technical accuracyFollow secure-data / compliance practicesAttend and engage in client eventsAdditional internal projects as needed (e.g. software upgrades, etc.)What We're Looking For — RequiredBachelor's degreeCFP® certification, or Series 65 plus active pursuit of the CFP®2–5 years in financial services (open to strong career-changers)Has been in client meetings with advisor supervisionStrong written, verbal, and listening communication; excellent time managementProfessionalism: punctual, manages own workload, responsible with sensitive data, poised in client settingsA self-starter and executor — can take a project end to end, managing own task list — with strong critical thinkingAble to work on a small team and wear many hats (e.g. including solving printer problems, getting the mail as needed)Nice To Have — PreferredProficiency with RightCapital & Holistiplan (and comfort learning our tech stack)Knowledge of a custodial platform (Schwab, Fidelity, etc.)EA designationCreativity in financial strategy; collaborative, comfortable collaborating with and delegating to Client ServicesIntended Compensation & BenefitsSalary: 80-110k base (commensurate with experience)PTO: 15 days PTO + 12 holidaysBenefits: 50% of health insurance, dental/vision availableRetirement Savings: 6% match, eligible immediatelyProfessional development: financial support toward CFP® if needed, annual conferences/training budget.Growth: a clear path toward advising clients directly, tied to our career-progression framework (to be created).Culture & Team FitGenerally likeable and easygoing, able to chat with some character clientsAdaptable as our service offerings evolve toward the sabbatical focus (it may take time)Genuinely curious about clients' lives, not just their portfoliosComfortable with vulnerable, non-financial conversationsSelf-motivated; owns their work on a lean team and motivated to learnGo & see lifestyle — values time away and lives itProfessional but warm and humanNo-judgment, open-minded about how people liveOptimistic, abundance mindsetIntentional about actions and wordsCan ask for helpRecognizes the weight of trust that our clients put in us