Financial Planning Associate
3 weeks ago
ABOUT
The Bahnsen Group is a private wealth management firm with offices in seven locations around the country (Newport Beach, CA; New York City; Nashville, TN; Minneapolis, MN; Bend, OR; Austin, TX; Phoenix, AZ) and 60 employees. The firm manages over $5.0 billion of client capital and is widely recognized as one of the leading firms in the industry, consistently ranked as a top advisor by Barron’s, Forbes, and the Financial Times. The company was founded in 2015 as a defection out of Morgan Stanley, where company founder, David Bahnsen, was a leading advisor and Managing Director. Since that inception, the company has grown at over +25% per year for eight years running and added a Tax Services department, Risk department, a comprehensive Family Office offering, and a fully professionalized platform delivering best-in-class client experience. The company is consistently ranked as one of the top companies to work for in Orange County, California, and has created an exceptional culture for its employees to participate in the fulfillment of its success.
OPPORTUNITY
The Bahnsen Group (TBG) is seeking an Associate to join the Planning Department. The role is a full-time, in-office position open to our Phoenix, AZ office. The opportunity is a client-facing position focused on providing financial planning advice. Our vision for the individual is to grow into an Associate Private Wealth Advisor within 12 months of hire, working closely with our lead advisor in Phoenix.
RESPONSIBILITIES
- Assist in financial plan construction, data input, data gathering, aggregation, and plan generation as a support to our Private Wealth Advisor Group
- Collect and aggregate financial planning information from clients
- Utilization of e*Money financial planning software
- Supporting client administrative needs around e*Money
- Ability to create robust financial plans and formulate recommendations for clients
- Prepare financial planning deliverables and lead financial planning meetings with UNHW/HNW clients.
- Support the Private Wealth Advisor with relationship management responsibilities.
QUALIFICATIONS
- 3-6 years of work experience (preferably in financial services or an RIA).
- Significant interest in becoming a Private Wealth Advisor in the future.
- Strong interest in pursuing the CFP® credential (preferably already started the process but does not need to have the designation for hire).
- A strong understanding of financial planning concepts – tax, estate, retirement, cash flow planning, etc.
- Accurate, organized, and highly detailed oriented.
- Effective communicator who is highly responsive and can provide thoughtful advice to clients.
-
Financial Planning Associate
3 weeks ago
Phoenix, United States The Bahnsen Group Full timeABOUT The Bahnsen Group is a private wealth management firm with offices in seven locations around the country (Newport Beach, CA; New York City; Nashville, TN; Minneapolis, MN; Bend, OR; Austin, TX; Phoenix, AZ) and 60 employees. The firm manages over $5.0 billion of client capital and is widely recognized as one of the leading firms in the industry,...
-
Financial Planning Associate
3 weeks ago
Phoenix, United States The Bahnsen Group Full timeABOUT The Bahnsen Group is a private wealth management firm with offices in seven locations around the country (Newport Beach, CA; New York City; Nashville, TN; Minneapolis, MN; Bend, OR; Austin, TX; Phoenix, AZ) and 60 employees. The firm manages over $5.0 billion of client capital and is widely recognized as one of the leading firms in the industry,...
-
Financial Planning Associate
2 weeks ago
Phoenix, United States The Bahnsen Group Full timeABOUT The Bahnsen Group is a private wealth management firm with offices in seven locations around the country (Newport Beach, CA; New York City; Nashville, TN; Minneapolis, MN; Bend, OR; Austin, TX; Phoenix, AZ) and 60 employees. The firm manages over $5.0 billion of client capital and is widely recognized as one of the leading firms in the industry,...
-
Paralegal (Estate Planning)
2 months ago
Phoenix, United States Magellan Financial Full timeYour Chance to Join a Rapidly Growing Company and Shape Financial Futures! **Who We Are**: **The Role**: We are seeking an Estate Planning Paralegal with significant experience in estate planning and a dedication to helping others. In this role, you will be instrumental in supporting our financial planners across the country as they create comprehensive...
-
Financial Planning and Analysis Manager
2 weeks ago
Phoenix, United States Western Alliance Bank Full timeJob Title: Financial Planning and Analysis Manager **Location**: CityScape What you'll do: What we are looking for: - Assume ownership and manage all aspects of the annual and monthly planning, forecasting, and reporting processes for entrusted business units. Including: - Deliver comprehensive analysis of the financial results and key metrics of the...
-
Financial Planning Consultant
2 months ago
Phoenix, United States Avantax Planning Partners Full timePosition SummaryAvantax Planning Partners is seeking a Financial Planning Consultant that will service a book of business provided by Avantax Planning Partners (APP). The Financial Planning Consultant will be responsible for growing this book over time through leads and referrals from CPAs affiliated with Avantax Planning Partners. The Financial Planning...
-
Senior Financial Planning and Analyst
3 weeks ago
Phoenix, United States Super Star Car Wash Full timeJob DescriptionJob DescriptionCompany Information:Super Star Car Wash is a leader in providing car wash, detail, and lubrication services to customers in Arizona, California, Texas, and Colorado. Our mission is to provide fast, high quality, professional service in a friendly atmosphere, along with a smile while creating a rewarding team member...
-
Senior Financial Planning and Analyst
2 weeks ago
Phoenix, United States Super Star Car Wash Full timeJob DescriptionJob DescriptionCompany Information:Super Star Car Wash is a leader in providing car wash, detail, and lubrication services to customers in Arizona, California, Texas, and Colorado. Our mission is to provide fast, high quality, professional service in a friendly atmosphere, along with a smile while creating a rewarding team member...
-
Senior Financial Planning and Analyst
2 weeks ago
Phoenix, United States Super Star Car Wash Full timeJob DescriptionJob DescriptionCompany Information:Super Star Car Wash is a leader in providing car wash, detail, and lubrication services to customers in Arizona, California, Texas, and Colorado. Our mission is to provide fast, high quality, professional service in a friendly atmosphere, along with a smile while creating a rewarding team member...
-
Senior Financial Planning and Analyst
2 weeks ago
Phoenix, United States Super Star Car Wash Full timeJob DescriptionJob DescriptionCompany Information:Super Star Car Wash is a leader in providing car wash, detail, and lubrication services to customers in Arizona, California, Texas, and Colorado. Our mission is to provide fast, high quality, professional service in a friendly atmosphere, along with a smile while creating a rewarding team member...
-
Director Financial Planning
2 months ago
Phoenix, United States Universal Technical Institute Full timeOverview: Are you ready to be part of the extraordinary future of technical education? Do you thrive in a dynamic, innovative environment where your leadership can make a tangible impact? If so, we want YOU to lead our team as the Director Financial Planning & Analysis! Position Overview: As a Director Financial Planning & Analysis, reporting to the...
-
Director, Financial Planning And Analysis
3 weeks ago
Phoenix, United States Rowland Full timeJob Description Job Description Note: If interested to learn more, please apply or forward your resume to: christopher@rowlandresources.com and select a time from my calendar ( link ) to discuss, thank you. - Christopher Company Profile: ROWLAND RESOURCES is excited to partner with a premier middle-market commercial bank on a new highly impactful Finance...
-
Financial Advisor
2 weeks ago
Phoenix, United States Strategy Financial Group Full timeFinancial AdvisorAre you looking to expand your career and be part of a successful team? Are you driven, self-motivated, and customer-focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, we would like to talk to you! Strategy Financial...
-
Financial Advisor
2 months ago
Phoenix, United States Strategy Financial Group Full timeFinancial AdvisorAre you looking to expand your career and be part of a successful team? Are you driven, self-motivated, and customer-focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, we would like to talk to you! Strategy Financial...
-
Director, Financial Planning
2 weeks ago
Phoenix, United States Verisma Full timeDirector, Financial Planning & Analysis (FP&A) **Summary of Position**: The Director of FP&A collaborates closely with the VP Finance, CFO, COO, CTO, and senior management team members to establish and implement effective processes for budgeting, forecasting, and financial analysis. This role involves delivering thorough financial analysis and...
-
Financial Advisor
3 days ago
Phoenix, United States Corebridge Financial Full timeFinancial Advisor Who we are Corebridge Financial helps people make some of the most meaningful decisions they're ever going to make. We help them plan and take action to protect the future they envision and respond to some of life's most difficult moments through the solutions and services we provide. We do this through our broad portfolio of life...
-
Business Development Associate
2 months ago
Phoenix, United States LOBEL FINANCIAL Full timeJoin one of the top 20 auto finance companies in the industry and grow with us! We offer in-house promotions, great benefits, work-life balance, and job stability. If you're looking to work for a rewarding company that likes their employees to learn and grow, then partner with Lobel.Position SummaryBusiness Development Associates are responsible for meeting...
-
Business Development Associate
2 weeks ago
Phoenix, United States LOBEL FINANCIAL Full timeJoin one of the top 20 auto finance companies in the industry and grow with us! We offer in-house promotions, great benefits, work-life balance, and job stability. If you're looking to work for a rewarding company that likes their employees to learn and grow, then partner with Lobel.Position SummaryBusiness Development Associates are responsible for meeting...
-
Vice President of Financial Planning Analysis
3 weeks ago
Phoenix, United States WillScot Full timePress Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: At WillScot Mobile Mini (NASDAQ WSC ), our 4000+ people are at the heart of everything we do. In addition to providing industry-leading pay and benefits, we provide opportunities for development and upward mobility, while investing in the communities we serve. We are...
-
Financial Planning and Analysis Manager
2 days ago
Phoenix, United States Barrett-Jackson Auction Company Full timePosition Purpose: The Manager, FP&A will work with the Finance and Executive teams on strategy and operations related to budget and financial management, cost benefit analysis, and forecasting. The Manager, FP&A will lead the development and maintenance of business metrics, reports and analysis to drive key strategic initiatives. The Manager will help...