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Financial Planning Associate

3 months ago

Richmond, United States Sbk Financial Inc. Full time

Why work for our firm?

SBK Financial is a wealth management firm consisting of talented and hard-working professionals who are committed to working with clients to simplify their lives and achieve their financial goals. We offer training, mentorship and educational opportunities to develop our people and provide them with opportunities to grow. We have a warm and collaborative environment that values commitment, teamwork, accountability, mutual respect, and client service excellence.

Job Summary

The Financial Planning Associate is a full-time, entry-level position providing technical support for both the Tax Advisor and Wealth Advisor. Responsibilities include data gathering and input, financial and cash flow modeling, scenario building, presentation creation, and preparation of income tax returns and projections. Working closely with the firm's Advisors, the Associate will develop comprehensive tax and financial planning skills.

Duties and Responsibilities

The Financial Planning Associate will focus on the following areas:

  • Data Management: Gather, organize, and input client data within a tax and financial planning context.
  • Financial Planning: Prepare detailed client financial plans, including cash flow and retirement analysis, and create presentations for review by Advisors.
  • Deliverable Preparation: Review client agendas and prepare deliverables such as tax projections, performance reports, education funding analysis, social security analysis, and other tax and financial planning schedules for Advisor review.
  • Tax Return Preparation: Prepare individual tax returns on a limited basis and for training purposes.
  • Special Projects: Assist the Operations Team and Advisors with special projects as needed.

Qualifications

The ideal candidate for the Financial Planning Associate position will have the following qualifications:

  • Solid academic track record
  • Bachelors Degree from an accredited college or university (Accounting or Finance majors preferred)
  • CPA or CFP candidate (preferred)
  • Proficiency with Word, Excel, PowerPoint and Outlook
  • Detail-oriented, accurate, organized, able to set priorities
  • Strong written and verbal communication skills
  • Self-starter, takes initiative
  • Team player, collaborative, able to work with and through others
  • Desire/ability to work successfully in a small company environment

Salary and Benefits

Pay and benefits are competitive based on industry standards:

  • Salary will be based on experience.
  • Eligible for an annual bonus.
  • Benefits include dental, vision, healthcare, 401(k), and disability insurance.
  • Full financial support for professional accreditation/continuing education requirements and other education/training opportunities.

Location

Our office is located downtown Richmond:

1001 Haxall Point, Suite 705, Richmond, VA, 23219

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