Financial Planning Associate

4 weeks ago


Salem, United States Davis Wealth Advisors Full time

Your goal as Financial Planning Associate is to service as an in-house expert on financial planning issues once fully trained. You will collaborate with the firm's advisors to support the delivery of services to clients, including helping clients understand their financial circumstances and opportunities to reach their short
- and long-term financial objectives based on their specific financial situations and goals.

**Responsibilities include**:

- Assess clients' financial situations and prepare and maintain comprehensive financial plans for clients consistent with each client's goals.
- Analyze results, develop recommendations, and partner with advisors to deliver to clients.
- Perform in-depth tax analysis and cash flow planning for clients.
- Follow up with clients to validate data received and clarify objectives. Ensure data requested is fulfilled.
- Participate in client meetings and document meeting discussions.
- Coordinate with advisors and team members to provide an outstanding client experience and identify additional opportunities to add value.
- Assist with additional client support and coordination with outside resources as applicable based on client needs.
- Maintain technical expertise and serve as an in-house expert on financial planning, providing advice and updates to team as appropriate.
- Pursue continued education opportunities and networking and follow industry-specific research and publications.
- Maintain an efficient and effective planning process consistent with firm and client needs.
- Utilize appropriate software and tools to ensure accurate and timely client communications and reporting and maintenance of client records and files.

**Qualifications**:

- Bachelor's Degree in Business, Finance, Accounting or a related field from an accredited college or university.
- 1-3 years relevant experience.
- Proficiency in Microsoft Word, Excel, and Outlook.
- Experience with eMoney financial planning software and Holistiplan tax planning software a plus.
- Series 65 passed or to be passed within 90 days of start date.
- Certified Financial Planner educational requirements in process or hold the Financial Paraplanner Qualified Professional (FPQP) designation desired.
- Well-organized and initiative-taking
- Excellent written, oral communication and customer service skills.
- Must be able to prioritize work and multi-task.
- Detail oriented with excellent critical thinking skills.
- Self-starter who can work independently and with team members.

At **Davis Wealth Advisors**, we do all the heavy lifting to develop our clients' personal and business financial life plan, execute it on their behalf, and continually monitor how they are performing. We understand their goals and coordinate all the advisory services they need to achieve them.

DWAFPA



  • Salem, United States Country Financial Full time

    Description Our Financial Advisors are contracted as Financial Advisors of COUNTRY Trust Bank®, Registered Representatives of COUNTRY Capital Management Company, and Insurance Agents of COUNTRY Life Insurance Company and COUNTRY Mutual Insurance Company and their subsidiaries. We’re looking for ambitious and established candidates who want to own their...


  • Salem, United States Logistics Management Institute Full time

    Overview The Climate Financial Consultant will be responsible for providing technical expertise to climate adaptation projects throughout the federal government. This includes financial forecasting, trend and statistical analysis, conducting assessments, and providing recommendations for proposed adaptation projects in coordination with cross-functional...

  • Financial Center Manager

    58 minutes ago


    Salem, United States Bank of America Full time

    Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for...

  • Associate Director

    1 week ago


    Winston-Salem, North Carolina, United States Atrium Health Full time

    Overview What You'll Do: The Associate Director (AD) for the Service Line is responsible for regional operations and clinical analytics within the Service Line. The AD works collaboratively with the Service Line Leadership Team, affiliate practices and regional hospital locations to increase market share and develop programs across the Service Line network....

  • Financial Advisor

    4 days ago


    Winston-Salem, United States Atria Wealth Solutions Full time

    Through its relationship with CUSO Financial Services, LP (CFS) Allegacy Federal Credit Union is seeking a Financial Advisor to join their team in the Winston Salem area.           ABOUT ALLEGACY: Do you get a thrill out of helping people realize their dreams? Do you believe that strong, personal relationships are critical to financial success? Do...

  • Financial Advisor

    3 weeks ago


    Winston-Salem, United States Atria Wealth Solutions Full time

    Through its relationship with CUSO Financial Services, LP (CFS) Allegacy Federal Credit Union is seeking a Financial Advisor to join their team in the Winston Salem area. ABOUT ALLEGACY: Do you get a thrill out of helping people realize their dreams? Do you believe that strong, personal relationships are critical to financial success? Do you want to work...

  • Financial Advisor

    4 weeks ago


    Winston-Salem, United States Atria Wealth Solutions Full time

    Job DescriptionJob DescriptionThrough its relationship with CUSO Financial Services, LP (CFS) Allegacy Federal Credit Union is seeking a Financial Advisor to join their team in the Winston Salem area.           ABOUT ALLEGACY: Do you get a thrill out of helping people realize their dreams? Do you believe that strong, personal relationships are...


  • Salem, United States City of Salem Full time

    Make an impact: The City of Salem is seeking to fill a Financial Services Manager position in the Community Planning and Development Department. The Financial Services Manager is expected to be knowledgeable in government appropriations and budgeting processes. This position must hold essential leadership positions, create budgets, track costs and manage...


  • Winston-Salem, United States Alloy Engineering CO Full time

    Job Type Full-time Description The Financial Controller is responsible for managing the accounting operations, including the maintenance of accounting principles, practices, and procedures. Directs and plans the maintenance of fiscal records and preparation of financial reports that summarize and forecast company business activity and financial position in...


  • Salem, Oregon, United States Bank of America Full time

    Job Description:Job DescriptionAt Bank of America, we re guided by a common purpose to help make financial lives better by connecting clients and communities to the resources they need to be successful. Make a difference where it counts by joining our industry-leading wealth management team at Bank of America and Merrill. We re looking for the next...


  • Salem, United States State of Oregon Full time

    Job Description: Oregon Housing & Community ServicesFinancial Strategy AnalystProgram Analyst 4Salem, OR (Hybrid)Oregon Housing & Community Services (OHCS) is looking for a skilled financial policy analyst with a background in multifamily housing finance who wants to help grow our agency’s relationships with various funding partners. Apply today If...


  • Winston-Salem, United States Forsyth County (North Carolina) Full time

    Opportunity to be the Deputy Chief Financial Officer that will be responsible for managing, supervising, and executing complex accounting and financial reporting work. The Deputy CFO must ensure proper accounting and financial reporting of all County activities in accordance with generally accepted accounting principles, sound business practices, and...


  • Winston Salem, United States Atrium Health Full time

    Overview JOB SUMMARY:  Responsible for complex duties involving compiling, developing, posting, analyzing, and reporting financial information for the Medical Center in the Corporate Accounting Office. EDUCATION/EXPERIENCE:  Bachelor's degree, preferably accounting or finance related and four years' progressive experience in financial analysis or...


  • Winston-Salem, North Carolina, United States Atrium Health Full time

    Overview JOB SUMMARY: Responsible for complex duties involving compiling, developing, posting, analyzing, and reporting financial information for the Medical Center in the Corporate Accounting Office.EDUCATION/EXPERIENCE: Bachelor's degree, preferably accounting or finance related and four years' progressive experience in financial analysis or accounting; or...


  • Salem, United States U.S. Department of the Interior Full time

    Clarification from the agency U.S. Citizens, CTAP, ICTAP Duties This position is located in the Northwest Oregon District, Marys Peak Field Office. The advanced trainee independently assures the proper format, guidelines and procedures that are used in the preparation of all land use planning and National Environmental Policy Act (NEPA)...


  • Winston Salem, United States Truist Financial Corporation Full time

    The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need...

  • Associate Director

    5 days ago


    Winston-Salem, United States Atrium Health Full time

    Overview What You'll Do : The Associate Director (AD) for the Service Line is responsible for regional operations and clinical analytics within the Service Line. The AD works collaboratively with the Service Line Leadership Team, affiliate practices and regional hospital locations to increase market share and develop programs across the Service Line network....

  • Associate Director

    6 days ago


    Winston Salem, United States Atrium Health Full time

    Overview What You'll Do: The Associate Director (AD) for the Service Line is responsible for regional operations and clinical analytics within the Service Line. The AD works collaboratively with the Service Line Leadership Team, affiliate practices and regional hospital locations to increase market share and develop programs across the Service Line...

  • Associate Director

    1 day ago


    Winston-Salem, United States Atrium Health Wake Forest Baptist Full time

    What You'll Do : The Associate Director (AD) for the Service Line is responsible for regional operations and clinical analytics within the Service Line. The AD works collaboratively with the Service Line Leadership Team, affiliate practices and regional hospital locations to increase market share and develop programs across the Service Line network....


  • Winston Salem, United States Atrium Health Full time

    Overview JOB SUMMARY:  Responsible for complex duties involving compiling, developing, posting, analyzing, and reporting financial information for the Medical Center in a Corporate Financial Department.  EDUCATION/EXPERIENCE:  Bachelor's degree, preferably accounting or finance related and three years' progressive work experience in financial analysis...