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Associate Financial Planner

3 months ago

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Firm Overview:

An integral division of Kassouf & Co, Kassouf Wealth Advisors is headquartered in Birmingham, Alabama. With locations in Birmingham, Auburn, Orange Beach, and Baton Rouge, Kassouf currently has more than 100 team members.

Kassouf Wealth Advisors understands that any goal is achieved based on the effectiveness of the team. That's why team development, leadership, and personal effectiveness are cornerstones of our vision. By promoting a culture that fosters self-improvement, upward mobility, and continued education, we commit to strive for excellence every day. Our highly trained team is prepared to help clients with any obstacles they may face.

Kassouf & Co. has recently been recognized as one of the top firms in the nation, one of the best firms in the nation for women and has also won recognition as a 2023 Inclusive Workplace Honoree. While these honors are prestigious, we believe that they are reflective of our overarching firm goal, seeking the good of staff and clients alike. When we are able and committed to empowering those on our team, we strengthen each person and the firm as a whole.

Position Summary:

Kassouf Wealth Advisors is looking to add strategic and forward-thinking individuals to our fee-only planning team that will help clients achieve their financial goals and objectives. Our team is expanding, and as a result, we are seeking candidates with a varied level of financial planning experience. This includes entry level candidates up to more experienced candidates with several years of wealth management experience.

The ideal candidate should be an effective communicator with experience in financial planning and client relationships. The successful individual for this role will have a strategic mindset geared towards the current and future health of our clients. If you're analytical, meticulous, and client-oriented, we'd like to meet you. Successful candidates are not expected to bring an existing book of business.

Responsibilities:
  • Analyze client financial status.
  • Following up with clients on action items.
  • Preparing for and participating in client meetings.
  • Provide planning support in the areas of cash flow, retirement, investments, tax, estate, charitable and risk management.
  • Examine and suggest financial opportunities.
  • Developing all financial planning projections, analysis, and client deliverables.
  • Customize, prepare, and deliver holistic financial plans according to clients' changing needs.
  • Help clients execute their plans and carry out transactions.
  • Build strong relationships to retain existing clients.
  • Participate in client meetings and ensure follow-up on action items.
  • Must be a self-starter and committed to delivering exceptional services to clients.
  • Communicate with clients' other advisors.
  • Resolve client issues and questions.
  • Working with other team members to complete projects as needed.
  • Researching financial planning and investment topics.

Qualifications:
  • Bachelor's degree from an accredited university - major in financial planning, finance, business or accounting preferred.
  • CFP designation preferred or demonstrated progress towards achieving.
  • 1-5 years of proven experience as an Associate Financial Planner.
  • Ability to analyze financial information and comply with regulations.
  • Proficiency in MS Office, CRM systems, and Financial Planning software.
  • This is a professional level position that requires organization, attention to detail, critical thinking, strong work ethic, and high emotional intelligence.
  • Excellent verbal and written skills.
  • Strong accountability and initiative to complete time sensitive tasks.
  • Outstanding communication skills, with the ability to foster long-term relationships.
  • Desire to learn, advance your professional development, and contribute to the firm's success.

Benefits:
  • Competitive salary commensurate with experience.
  • Health, retirement plan with match and disability.
  • Continuing education and professional dues are supported.
About Kassouf & Co.:

Founded in 1931, we are one of Birmingham's most established and respected firms. We use our strong history to propel our team toward a bright future. Our advisory mindset and firm vision are at the core of everything we do. We are more than accountants; we are trusted advisors for the array of industries we serve.