Associate Financial Planner

2 weeks ago

Westwood, United States Heritage Financial Services, LLC Full time

Associate Financial Planner


The Associate Financial Planner is a key member of the centralized planning team that identifies and analyzes a wide array of opportunities and risk for our clients. Primary responsibilities of the role include creating new comprehensive financial plans, editing and updating existing plans, and helping wealth management teams communicate key issues to clients and their other professional advisors to help clients work toward achieving their financial goals and objectives.


To help achieve the goals of the planning team and the firm, the Associate Financial Planner is engaged in the following:


  • Streamline Data Management: Update eMoney financial planning software for new client accounts.
  • Enhance Reporting Capabilities and Oversight: Accurately extract data into key client reports. Customize reports to highlight opportunities and risks specific to each client's financial situation.
  • Proactive Analysis: Perform in-depth analysis on various financial planning strategies and identify opportunities to optimize results customized to client goals.
  • Education and Communication: Stay updated on personal finance topics and industry trends and share insights to empower colleagues and add to the depth of knowledge Heritage offers to clients.
  • Client Servicing: Provide ad-hoc reporting to Wealth Management Teams to address client inquiries. Assist with client tax return analysis and year-end tax projections.
  • Assist with client tax return analysis and year-end tax projections.
  • Cross-Department Collaboration: Collaborate with other departments to improve processes and the client experience.


By implementing these strategies, the Associate Financial Planner can strengthen compliance with our internal practice standards, proactively identify opportunities and risks for clients, and ultimately deliver a higher level of service and value to our clients. 


Required: Bachelor's Degree. Basic understanding of personal finance concepts. Exceptional attention to detail. Experienced Excel user. Eagerness to learn.


Preferred: Working towards CFP. Experience with eMoney, Holistiplan or other personal finance, budgeting, or income tax software.

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