Associate Financial Planner

2 weeks ago


Durham, United States NAPFA Consumer Group Full time

Sycamore Financial Planning is seeking an Associate Financial Planner to join our independent, fee-only, financial planning firm in our Durham office. This position is a junior professional position in our financial planning career track offering an amazing opportunity to develop a career, guide clients through important decisions, and shape the future of our cutting-edge financial planning firm. WHAT YOU WILL DO Analyze client fact patterns to develop financial plans including goal analysis, document review, plan preparation, and comprehensive advice report preparation. Engage with all six phases of the financial planning process under the supportive leadership of a Senior Financial Planner. Support analysis and recommendations in the five primary service areas of the firm which include: cash flow / retirement, investments, insurance, taxes, and estate planning. With demonstrated mastery of the core knowledge areas, this role will include participation in client meetings. Communicate with clients and follow up on action items as needed. Enthusiastically participate in professional associations such as FPA and NAPFA. Work with the firm’s Senior Financial Planner in an intentional apprenticeship program designed to prepare you for the role of Financial Planner. WHAT WE SEEK IN A CANDIDATE High emotional intelligence and highly empathetic approach to financial planning. The highest level of ethical responsibility and respect for client privacy. Accuracy and attention to detail for working with client information. Solid written and verbal communication skills as well as strong computer skills including expert use of Microsoft Office, financial planning software, and customer relationship management software. Ability to understand, embrace, and communicate Sycamore’s business values, ethics, and financial planning model to potential clients. A friendly, confident, sincere, and empathetic approach to interpersonal relationships. The desire and ability to work both independently and as part of a team. Series 65 and CFP exam successful completion a plus. QUALIFICATIONS FOR THIS OPPORTUNITY Degree in Financial Planning or another 4-year degree with CFP educational requirement complete. Ability to logically understand complex situations, conceive possible solutions, and analyze trade-offs / outcomes. Core knowledge of financial industry, financial products, and financial planning concepts. Knowledge of the firm’s financial planning and other core systems is a plus. PERKS TO WORKING AT SYCAMORE FINANCIAL PLANNING Competitive compensation. Retirement plan (401k) with company matching. Employer subsidized health, dental, and vision insurance plans. Employer paid life insurance. Generous paid time off and holiday schedule. Educational reimbursements and paid professional dues. Comfortable and friendly office environment. and follow the link to the Associate Financial Planner career opportunity. The perfect career or internship is just a click away, give it a try

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