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Financial Planning Associate

1 month ago

Bel Air, United States The Kelly Group- Financial Planning And Wealth Management Full time

The Kelly Group

Job Position: Financial Planning Associate - Full-Time

About Us:

At The Kelly Group, we aim to build a better community, individual by individual. We are stewards of wealth and well-being, embodying the spirit of the Norman Rockwell Town Doctor by nurturing generations of families with personalized care and enduring dedication. We're a team of passionate individuals dedicated to comprehensive financial planning and wealth management.

The Kelly Group, a registered investment adviser with the Securities and Exchange Commission, consists of a talented team of financial advisors, planners, client services associates, and operations specialists.We are searching for a Financial Planning Associate to grow and develop within our firm.

Position Overview:

We are seeking a talented Financial Planning Associate to join our dynamic team. This position offers a unique blend of community-based ethos and in-depth financial planning experience within a small-firm setting, ideal for professionals with 2-5 years of experience in financial planning or related fields. In this role, you'll play a crucial part in providing comprehensive planning and contributing to our mission of being stewards of wealth and well-being for generations.

The role provides substantial career advancement opportunities and the chance to work closely with seasoned professionals in the industry.

Responsibilities:

  1. Client Relationship Management

Build and maintain strong relationships with clients through regular communication and personalized service.

Assist in client meetings to assess their financial goals, risk tolerance, and investment preferences.

Coordinate with Financial Advisor and provide ongoing support and guidance to clients, addressing their

financial concerns and adapting their plans as needed.

Assist in events/workshops designed for clients and prospects.

  1. Financial Planning:

Gather and analyze financial information, including income, expenses, assets, and liabilities, to develop

comprehensive financial plans.

Assess clients' current financial situations and future needs to develop customized strategies for achieving their

goals.

Prepare detailed notes of the clients' objectives, risk profile, financial projections, and retirement plans for the

Financial Advisor.

Draft customized financial plan observations and recommendations for each client case.

Facilitate the renewal plan process and update plans for meetings with Financial Advisors.

  1. Investment Management:

Research and analyze investment options, including stocks, bonds, mutual funds, and ETFs.

Develop and update Investment Policy Statements for clients.

Communicate with and provide instructions to our trading and operations department.

  1. Risk Management and Insurance Planning:

Evaluate clients' insurance coverage, including life, health, disability, and long-term care insurance, to identify

gaps and draft recommendations for Financial Advisors review.

Provide guidance on risk management strategies, such as estate planning, tax planning, and asset protection, to

safeguard clients' wealth and minimize potential risks.

  1. Financial Education and Communication:

Educate clients on financial planning principles, investment strategies, and market trends to empower them to

make informed decisions.

Assist in the presentation of financial plans to clients in a clear and understandable manner, addressing any

questions or concerns they may have.

Stay updated on industry developments, regulatory changes, planning software enhancements, and best

practices in financial planning to enhance professional knowledge and expertise.

Candidate Profile:

  • Bachelor's degree in Finance, Financial Planning, Business, or a related field
  • Certified Financial Planner (CFP) designation preferred
  • 2-5 years of experience in financial planning or wealth management
  • Strong analytical and problem-solving skills
  • Attention to detail and a commitment to delivering high-quality work
  • Excellent communication and presentation skills, both written and verbal
  • Experienced in wealth management and financial planning software and tools (i.e., MoneyGuidePro, Black Diamond, Morningstar, etc.)
  • Ability to multitask and prioritize tasks in a fast-paced environment
  • Collaborative mindset and the ability to work effectively with cross-functional teams

Compensation and Benefits:

Competitive salary

Comprehensive benefits package including health, vision, and dental insurance

Disability coverages

401(k) retirement plan

Paid time off and holidays

Professional development opportunities

Join Us:

If you are a driven and detail-oriented professional and ready to make an impact, we encourage you to apply for this exciting opportunity. Join us in our mission to nurture generations of families with personalized care and enduring dedication. Apply now and be a part of our journey at The Kelly Group in Bel Air, Maryland.

Application Instructions:

To apply, please submit your resume and cover letter highlighting your relevant experience and why you're interested in joining The Kelly Group to careers@kellyria.com.

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