Financial Planning Associate

2 weeks ago


Charleston, West Virginia, United States Lead Advisor Full time

Lead Advisor is a wealth management recruiting and consulting firm. This role is for one of our clients in Charleston. To view other open roles, visit jobs.lead-advisor.com

Financial Planning Associate

Our client, a financial planning firm based in Charleston is hiring a Financial Planning Associate.

The Financial Planning Associate will be responsible for preparing financial plans, creating recommendations and helping with the client experience for advisors and ensembles affiliated with the firm.

The ideal candidate should have experience in financial services, a passion for planning and a desire to help influence a firm's advisor planning and service operations.

Key Responsibilities (but not limited to):

  • To create comprehensive financial plans for new clients. This includes both working collaboratively with affiliated advisors in addition to having your own aligned thinking to best construct a customized financial plan for a client.

· A key priority would be to interpret client data, understand time-lined goals and feelings and synchronize the right written or digital plan that may include but limited to:

· Investments

· Retirement Planning

· Retirement Income Distribution Planning

· Estate Planning Concepts

· Life insurance analysis

· Disability and Long Term Care insurance analysis

· Asset/Liability management and cash flow scenarios

· Tax implications

· Education Funding

· Major Purchase Planning

· Saving Strategies

· Business Planning

· The role will be responsible for updating financial plans for the existing clients. This would include staying in tune to relevant client goals and current economic and market conditions to provide the most prepared analysis and recommendations for the client.

· Ensure the affiliated advisors are briefed on planning and investment updates prior to meetings along with being able to interface with clients themselves to best explain analysis and recommendations in their situation.

· Assist affiliated advisors with their client onboarding experience for both investments and insurance.

· Create and/or update investment proposals and insurance illustrations for clients.

· Ensure all client data is tracked appropriately in CRM.

· Assist the firm in assessing advisor support services.

Qualifications:

- Bachelor's Degree

- Investment and Insurance licenses preferred

- Working towards the CFP designation

- 3+ years in financial planning

Base Salary: $50,000- $65,000


  • Financial Planning

    2 days ago


    Charleston, West Virginia, United States Apollon Wealth Management, LLC Full time

    Reports to: Director of PlanningStatus: ExemptType: Hybrid or RemoteWe are seeking a highly skilled and motivated Planning Lead Advisor to join our dynamic financial planning team. The Planning Lead Advisor will play a critical role in delivering comprehensive financial planning services to our clients. This position involves reviewing financial plans,...


  • Charleston, West Virginia, United States MUSC Health & Medical University of SC Full time

    Job SummaryWe are seeking an experienced Financial Planning Specialist to join our team at MUSC Health & Medical University of SC. As a key member of the finance team, you will be responsible for supporting the ambulatory service budget for the Charleston division.This role requires strong analytical skills, proficiency in financial systems, and excellent...


  • Charleston, West Virginia, United States EDI Specialists Full time

    **Job Description**We are seeking a highly skilled Senior Budget Specialist to join our team. As a key member of the EDI Specialists' financial planning department, you will be responsible for analyzing financial data, preparing budgets, and making recommendations to senior management.Responsibilities:Analyze financial data to identify trends and make...


  • Charleston, West Virginia, United States Voya Financial Full time

    Company OverviewVoya Financial is a company that prioritizes its customers' financial futures. We strive to provide unique solutions that meet their expectations.The Public Sector Implementation team at Voya Financial is searching for a skilled Project Coordinator to join our ranks. This role will involve coordinating all aspects of product or service...


  • Charleston, West Virginia, United States Merlin International Inc Full time

    **Company Overview:**Merlin International Inc. provides and invests in best-in-class cybersecurity solutions that secure government and commercial enterprises from endpoints to networks. As a fast-paced, ever-changing environment, we encourage team members to be creative, collaborative, and nimble as we pursue innovative paths to delivering cutting-edge...


  • Charleston, West Virginia, United States Charleston Water System Full time

    About the PositionAs a Senior Budget Analyst, you will be responsible for analyzing financial data, developing reports, and recommending budgetary decisions. You will also assist in preparing the annual budget, perform administrative support, and provide financial technical assistance to internal departments.


  • Charleston, West Virginia, United States Charleston Water System Full time

    About the PositionAs a Senior Budget Analyst, you will be responsible for analyzing financial data, developing reports, and recommending budgetary decisions. You will also assist in preparing the annual budget, perform administrative support, and provide financial technical assistance to internal departments.

  • Financial Analyst

    1 day ago


    Charleston, West Virginia, United States Staff Financial Group Full time

    Job DescriptionWe are seeking a highly skilled Staff or Senior Accountant to join our Forensic Accounting Department at Staff Financial Group. The ideal candidate will have a strong background in forensic accounting, including experience in fraud investigations, litigation support, and forensic analysis.This role offers excellent growth potential, with the...


  • Charleston, West Virginia, United States Raymond James Financial Services Full time

    Job DescriptionCelebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high...


  • Charleston, West Virginia, United States First Citizens Bank Full time

    OverviewStable. Family. Opportunities. Unique. Whether First Citizens Bank has been established for 120+ years, or expanding its presence in your market, we invite you to be a part of our story. Our Financial Consultants serve as the subject matter experts in advising and selling investment opportunities to our mass affluent clients and prospects. You will...


  • Charleston, West Virginia, United States A.C Company Full time

    Job DescriptionWe are seeking an experienced IT Financial Analyst to join our team at A.C. Coy Company.The ideal candidate will have a Bachelor's degree in accounting or a related field, preferably with 5 years of experience in Accounts Payable.Key Responsibilities:Provide oversight of all I/T Vendor Software License AgreementsPrepare and analyze management...


  • Charleston, West Virginia, United States Empower Retirement Full time

    Looking to make a real difference?You belong right here. Come build a rewarding career helping others achieve their financial dream at an organization that values your own long-term success. With your unique talents, you have what it takes to be bold and brilliant in everything you do and reach new heights for a company dedicated to diversity and inclusion,...

  • Associate

    2 weeks ago


    Charleston, West Virginia, United States Selby Jennings Full time

    AssociateA leading Real Estate Private Equity firm is looking to add a cradle-to-grave Associate to the team to further support the firm's growth plans. The Associate will assist in evaluating real estate investments for opportunistic real estate funds, including the acquisition and development of various property sectors across target markets in the United...


  • Charleston, West Virginia, United States Ignite Digital Services Full time

    Key ResponsibilitiesAnalyze financial statements (balance sheet, income statement, cash flow statement) to identify trends, strengths, weaknesses, opportunities, and threats.Identify variances between actual and budgeted financial results to inform corrective actions.Maintain financial models to forecast revenue, expenses, and cash flow, and create financial...


  • Charleston, West Virginia, United States Ignite Digital Services Full time

    Job DescriptionWe're seeking a strategic and analytical Financial Manager to lead our Financial Planning and Analysis (FP&A) and Pricing operations. This role involves developing and managing budgets, forecasts, financial models, and pricing/cost volumes to support strategic decision-making and proposals.


  • Charleston, West Virginia, United States Bankers Life Full time

    Job DescriptionAs a Financial Services Professional at Bankers Life, you'll be responsible for building strong relationships with clients, understanding their financial goals, and providing personalized solutions to help them achieve financial freedom.You'll work closely with our award-winning training team to develop the skills and knowledge necessary for...


  • Charleston, West Virginia, United States Deanna Nesbit & Associates, Inc. Full time

    About the job Planning and Controls Analyst We are seeking a detail-oriented Planning and Controls Analyst to support our electrical service companys strategic and operational planning efforts. This role will be responsible for developing, analyzing, and monitoring project schedules, financial plans, and control mechanisms to ensure efficiency and...

  • Financial Advisor

    3 weeks ago


    Charleston, West Virginia, United States Northwestern Mutual Full time

    Our district in Charleston, SC is seeking a highly motivated and driven individual to join our team as a Financial Advisor at Northwestern Mutual. As a Financial Advisor, you'll work collaboratively with other professionals to provide comprehensive and innovative financial planning services to clients. Responsibilities: Build and maintain long-term...

  • Financial Advisor

    7 days ago


    Charleston, West Virginia, United States Northwestern Mutual Full time

    Our district in Charleston, SC is seeking a highly motivated and driven individual to join our team as a Financial Advisor at Northwestern Mutual. As a Financial Advisor, you'll work collaboratively with other professionals to provide comprehensive and innovative financial planning services to clients.Responsibilities:Build and maintain long-term...


  • Charleston, West Virginia, United States Deanna Nesbit & Associates, Inc., LLC Full time

    We are seeking a detailoriented Planning and Controls Analyst to support our electrical service companys strategic and operational planning efforts. This role will be responsible for developing analyzing and monitoring project schedules financial plans and control mechanisms to ensure efficiency and effectiveness in electrical service operations. The ideal...