Financial Planning Associate

2 weeks ago

Raleigh, United States Spartan Planning Group Full time

Job Title

: Financial Planning Associate Location

: Greensboro, NC About Spartan Planning Group

: At Spartan Planning Group, we are a dedicated team of fiduciaries committed to providing exceptional financial planning services. Our approach is rooted in risk management and trend-following, with a focus on creating clarity and confidence in our clients' financial lives. We specialize in serving high-income business owners, executives, and medical professionals, offering customized financial strategies that align with their unique needs and goals. Position Overview

: We are seeking a motivated Financial Planning Associate to enhance the quality and quantity of our financial planning deliverables. This role involves working, independently and with our team, to produce advanced financial planning outputs using industry software and our proprietary tools built on Google Suite. It also involves contributing to the research that supports our client-centric services. The ideal candidate will possess a strong foundation in financial planning principles and demonstrate a proactive approach to learning and adapting within our dynamic environment. Key Responsibilities

: Efficiently generate high-quality financial planning deliverables using industry standard software, proprietary software tools, and GSuite products, focusing on filling out our custom dashboards and presentations. Interpret, analyze, and synthesize client data to develop comprehensive financial plans and strategies. Provide consistent updates and improvements to financial planning outputs based on feedback from senior planners and advisors and from internal communications regarding the client’s financial life. Engage in ongoing learning to enhance knowledge and stay abreast of industry developments. Contribute innovative ideas and approaches to enhance our financial planning services and continuously improve client loyalty. Maintain a client-first mentality, ensuring all deliverables align with Spartan Planning Group's standards and with client objectives.

Qualifications

: Certification as a CFP

Ⓡ

, Paraplanner, or equivalent, demonstrating a deep understanding of financial planning concepts. Ability to work independently with minimal supervision, demonstrating initiative and problem-solving skills. High level of proficiency in Google Sheets and Google Slides, with a knack for creating detailed and informative financial dashboards. Experience in Financial Planning software such as eMoney, Right Capital, MoneyGuidePro, Asset Map, Holistiplan, etc… Excellent communication skills, with the ability to understand and apply feedback effectively. A growth mindset, with a focus on continuous improvement and learning from past experiences. Creativity and openness to suggesting new ideas and methodologies that align with our firm's values and client goals. What We Offer

: A collaborative and supportive work environment where your contributions are valued and recognized. Opportunities for professional growth and development within a forward-thinking firm. A role that allows you to directly impact the financial well-being and success of our clients. A generous salary, bonus opportunity, and comprehensive benefits package including: 75% paid health insurance; 401k match; HSA; FSA; PTO policy including vacation, sick time, personal hours, and an amazing 2-week and 1-month sabbatical policy at 5 and 10 year anniversaries respectively. How to Apply

: Submit your application to Hello@SpartanPlanningGroup.com with the subject line "Financial Planning Associate Application." Include your resume and a cover letter detailing your qualifications and interest in the role. We look forward to welcoming a new member to our Spartan Planning Group team who shares our dedication to excellence in financial planning.

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