Financial Planning Associate

COMPANY DESCRIPTIONC3 Wealth Management provides our clients the confidence and security to help them achieve financial independence and fulfill their purpose. Our nationally recognized team serves as a financial partner, providing comprehensive and collaborative financial planning strategies to address the unique objectives and challenges of our clients. Our focus on client well-beingpaired with sound investment portfolios, disciplined risk management techniques, and effective tax and estate planning tools places us at the forefront of our profession.OVERALL FUNCTIONThe ideal candidate for the Financial Planning Associate is an individual who is pro-active, independent, and well-organized with the ability to interface well with all clients and colleagues. This individual will play a critical role in supporting our financial advisors and clients by developing comprehensive financial plans and conducting in-depth financial analysis to support strategic recommendations. This position requires a strong understanding of financial planning principles, exceptional analytical skills, and the ability to communicate complex financial information clearly and effectively.GENERAL RESPONSIBILITIESCollaborate with financial advisors to develop and implement customized financial analyses for clientsEstablish a thorough understanding of clients' financial situations, including goal funding, cash flow, retirement planning, and estate planningGain proficiency in using both in-house and industry-standard financial analysis tools and softwareIdentify and implement necessary adjustments in financial analyses to achieve desired outcomes and ensure precisionPrepare accurate and comprehensive financial reports and presentations for client and prospect meetingsComplete case preparation, including generating and organizing standard documents for client meetings and reviewsProvide general administrative support to principals and the team as neededUndertake any other tasks or responsibilities deemed appropriate by the principals of the firmEnsure strict compliance with all regulatory requirements and company policiesStay current with industry trends, regulations, and best practices in wealth management and financial planningQUALIFICATIONSState health and life licensed (or gain licensing within 60 days of employment)Ability to work in a fast-paced environment, both independently and on a teamContinue insurance education through schools, academies, licenses, registrations and designationsExceptional organizational and time management skills, with the ability to prioritize tasks and meet deadlines efficientlyMeticulous attention to detail, accuracy, and reliability, with the capacity to excel in a fast-paced environmentStrong analytical and problem-solving abilities, coupled with excellent written and verbal communication skills, and adept at navigating and interpreting large data setsAbility to maintain high degree of confidentiality and diplomacy, while adhering to regulatory and company compliance requirementsAdvanced computer skills, demonstrating efficiency and speed in data entry and navigating through various software applicationsDemonstrated ability to learn new concepts quickly and effectivelyProficient in CRM systems and Microsoft Office applications, including Outlook, Word, and ExcelHonest and respectful demeanor, with a strong ethical foundation.ADDITIONAL REQUIREMENTSIn office work environmentINCENTIVESCompetitive compensationEmployer retirement plan with matching contributionFull benefits including medical, dental, vision, life and long-term disability insuranceFlexible scheduling with sick and vacation payReimbursement for expenses related to industry licenses or professional accreditation programsOpportunity to gain knowledge and experience by working with a highly respected and successful financial services team