Financial Planning Associate

2 weeks ago

Scottsdale, United States TCI Wealth Advisors, Inc. Full time

Job Type

Full-time

Description

The Financial Planning Associate (FPA) is part of the client facing service team of advisory professionals fulfilling TCI's mission to empower purpose filled lives. The FPA will perform a wide range of planning and research related tasks including analyzing financial data, administering planning software, composing client deliverables, and preparing financial plans. A successful candidate will have strong critical thinking skills, work independently, and anticipate advisory team needs in service to the client. The position requires excellent communication skills and the ability to collaborate with various service roles and work styles.

To be considered for the Financial Planning Associate position, please submit a cover letter, and resume during the application process.

Requirements

SCOPE & EXPECTATIONS

The FPA can expect to focus the planning process in the following areas reflective of TCI's client standard of care: Financial education for clients and their families Insurance planning/risk management Estate planning Tax planning and analysis Cash flow management

POSITION RELATED RESPONSIBILITIES

Assist advisory teams with several elements of the financial planning process including, but not limited to : Analyzing data from current or prospective clients, including assets, liabilities, insurance policies, estate documents, and tax returns Analyzing overall asset class allocations of both current and prospective client portfolios and comparing them to target allocations Evaluating investment options available in outside accounts and implementing account allocations with respect to client's investment objectives Create net worth statements Utilize financial planning software to create and maintain financial plans for prospects and clients Summarize key components of life, disability, and long-term care insurance Research financial planning issues and contact/collaborate with outside experts as necessary

Attend client meetings in a technical and support role: Prepare and present cash flow analysis to prospective and current clients Assist with documenting information relative to the development of financial plans and other related workflows Utilize analytical tools to identify and provide client planning opportunities to Advisors in specific planning areas The above statements are intended to describe the general nature and level of work being performed. They are not intended to be an exhaustive list of all responsibilities required of the incumbent in this position.

KNOWLEDGE, SKILLS & ABILITIES Bachelors Degree required Series 65 license or can be obtained within the first year of employment Minimum of 2 years of prior experience providing superior client service, preferably within a financial services environment or similar professional setting Committed to TCI's mission, vision, and core values upholding the highest ethical behavior Client-first attitude - Seeks to provide outstanding service to all internal and external clients. Strives to develop and maintain strong, long-term relationships Experience utilizing financial planning software (EMoney, HolistiPlan, etc.) and client management software (Salesforce, Tamarac, etc.) preferred Manage a variety of complex projects, be adaptable, and able to reassess priorities, possess the drive to strategize and problem solve Demonstrated understanding and respect for the nature of highly confidential environments, documentation, and relationships Ability to effectively communicate and build rapport with clients and Team TCI Demonstrate professional, ethical, and courteous conduct in responsibilities and dealings with clients, prospects, COIs, colleagues, and other business entities with which TCI has a relationship Attention to Detail - Diligently attends to details and pursues quality in accomplishing tasks. Produces quality work in an accurate and timely manner TCI Wealth Advisors is an Equal Opportunity Employer

Salary Description

$24.04 - $46.63 #J-18808-Ljbffr

  • Retirement Planning Associate

    4 days ago

    Scottsdale, United States Equitable Holdings, Inc. Full time

    Seeking to onboard a new Retirement Benefits Group (RBG) Financial Professional. As an entry level RBG Financial Professional, you can accelerate your own success. Your primary focus will be providing financial products and services, as well as educa Retirement, Associate, Planning, Financial, Insurance, Business Services, Advisor, Benefits

  • Financial Planning and Analysis Manager

    4 days ago

    Scottsdale, United States StandardAero Full time

    FP&A Manager Location: Scottsdale AZ Build an Aviation Career You’re Proud Of At StandardAero, we use our ingenuity and know-how to find solutions for the simple to the most complex challenges in aviation. Together, we get the job done and done well. Our stability, resources, and respectful culture supports you in building a solid career with a great team...

  • Director of Financial Planning and Analysis

    6 days ago

    Scottsdale, United States Cogir Senior Living Full time

    **THE COMPANY** **COGIR Management USA**, a subsidiary of Canada-based COGIR Real Estate, is a premier modern aging management company, operating 66 senior living communities consisting of over 8,000 units across 10 states, and growing. We are proud to be a leader in the senior housing industry nationwide, providing an exceptional quality of care,...

  • Financial Planner

    2 weeks ago

    Scottsdale, United States Spence, Cassidy & Associates Full time

    Job DescriptionJob DescriptionThe Financial Planner OpportunityWe’re looking for dedicated people with an agile and proactive mindset who want to help clients achieve their financial goals. Perhaps you are considering a career change or, if you are currently in the industry, you are seeking an opportunity to improve outcomes for yourself and clients....

  • Financial Processing Associate

    1 day ago

    Scottsdale, United States Randstad Full time

    Financial Processing Associate $20/hour Position Details: Start Date: June 10, 2024 Training End Date: 56 days from start date Training Schedule: Monday to Friday, 8:30 am to 5:00 pm EST (on-site Tuesdays and Wednesdays, remote on Mondays and Fridays) Post Training Schedule: Monday to Friday, 8:30 am to 5:00 pm EST (remote) Assignment Length: 12 months...

  • Financial Processing Associate

    3 days ago

    Scottsdale, United States Randstad USA Full time

    Financial Processing Associate$20/hourPosition Details:Start Date: June 10, 2024Training End Date: 56 days from start dateTraining Schedule: Monday to Friday, 8:30 am to 5:00 pm EST (on-site Tuesdays and Wednesdays, remote on Mondays and Fridays)Post Training Schedule: Monday to Friday, 8:30 am to 5:00 pm EST (remote)Assignment Length: 12 months with the...

  • Paraplanner / Assistant to Financial Planner

    2 weeks ago

    Scottsdale, United States Jacob Gold & Associates, Inc. Full time

    Job DescriptionJob DescriptionResponsibilities include opening accounts, facilitating money transfers, executing trades in stocks, bonds, and mutual funds. Interacting directly with clients, providing exceptional customer service, and addressing inquiries and concerns promptly are integral aspects of the role. Strong communication skills and a keen attention...

  • Registered Client Service Associate-Scottsdale, AZ

    4 days ago

    Scottsdale, United States Raymond James Financial, Inc. Full time

    **Description** **Job Summary** Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide...

  • RETIREMENT PLANNING ASSOCIATE

    5 days ago

    Scottsdale, AZ 85261, USA, United States Equitable Holdings, Inc. Full time

    Seeking to onboard a new Retirement Benefits Group (RBG) Financial Professional. As an entry level RBG Financial Professional, you can accelerate your own success. Your primary focus will be providing financial products and services, as well as educa Retirement, Associate, Planning, Financial, Insurance, Business Services, Advisor, Benefits

  • Finance Manager

    7 days ago

    Scottsdale, AZ, United States Green Rhino Recruitment Full time

    Chief Financial Officer / CFO Relocation assistance available.) Relocation Yes – flexible. Travel Management Lead Finance and Accounting organizations for portfolio of companies. Full-Time, W2, Direct Hire Medical, Dental, Vision health insurance. Life and Disability Insurance. The CFO is responsible for the finance and accounting departments...

  • Financial Planner

    2 weeks ago

    Scottsdale, United States CareerBuilder Full time

    Overview We are a rapid growing RIA seeking a Wealth Planner to join our team. We specialize in providing sophisticated investment management and wealth planning solutions to high-net worth individuals, families, business owners, and corporate executives. At Ashton Thomas Private Wealth, we care about our people. We are a Registered Investment Advisor (RIA),...

  • Financial Consultant

    2 weeks ago

    Scottsdale, United States Cardone Ventures Full time

    POSITION SUMMARYThe Finance Advisor is responsible for reviewing 12-15 Cardone Ventures’ clients’ financial reports, monitoring accounts, and preparing activity reports and financial forecasts. The Finance Advisor will also investigate ways to improve profitability and analyze markets for business opportunities, such as expansion, mergers, or...

  • Financial Consultant

    3 days ago

    Scottsdale, United States Cardone Ventures Full time

    POSITION SUMMARY The Finance Advisor is responsible for reviewing 12-15 Cardone Ventures clients financial reports, monitoring accounts, and preparing activity reports and financial forecasts. The Finance Advisor will also investigate ways to improve profitability and analyze markets for business opportunities, such as expansion, mergers, or acquisitions....

  • Financial Analyst

    8 hours ago

    Scottsdale, United States Imagen Dental Partners Full time

    About Us: Imagen Dental Partners is a community of the best players in the game. We surround the industrys top dental experts with deep business expertise, resulting in the highest performing practices in the nation. ?We are the home for the exceptional, technology driven dentist.? We strive for excellence in all that we do, supporting high achievers who...

  • Personal Banker I

    5 days ago

    Scottsdale, United States UMB Financial Corporation Full time

    Personal Bankers at UMB are experts at building customer relationships and recommending and selling products and services. Personal Bankers use their product knowledge and every interaction to identify needs and offer financial solutions to help customers secure their financial well-being while making banking easy. UMB’s branches offer many opportunities...

  • Financial Analyst

    1 week ago

    Scottsdale, United States Consumer Cellular Full time

    As we build out the Financial Planning & Analysis (FP&A) team, we’re looking for the same passion and customer focus that Consumer Cellular is known for. Specifically, we’re seeking individuals who are passionate business partners with a track record of empowering business leaders with the financial and operational information they need to improve the...

  • Senior Financial Analyst

    2 weeks ago

    Scottsdale, United States Imagen Dental Partners Full time

    About Us: Imagen Dental Partners is a community of the best players in the game. We surround the industrys top dental experts with deep business expertise, resulting in the highest performing practices in the nation. ?We are the home for the exceptional, technology driven dentist.? We strive for excellence in all that we do, supporting high achievers who...

  • Financial Administrative Assistant

    6 days ago

    Scottsdale, United States SG Insurance & Estate Services Full time

    Job Description: Join SG Insurance and Estate Services, a vibrant and rapidly expanding company in the financial services industry. As our new Financial Administrative Assistant, you'll be stepping into a role that's at the heart of our operations during an exhilarating period of 10X year-over-year growth. If you're meticulously organized, detail-oriented,...

  • Commercial Credit Underwriter

    2 weeks ago

    Scottsdale, United States Alerus Financial Full time

    Position Summary:The Commercial Credit Underwriter is accountable for underwriting and monitoring a portfolio of small business and business banking level commercial and industrial (C&I) loans ranging in size from $1,000,000 to $15,000,000. Assigned portfolio may also include Owner Occupied and/or small investor Commercial Real Estate loans. Will partner...

  • Lead Financial Advisor

    3 weeks ago

    Scottsdale, United States D. French Advisors Full time

    Acts as a Personal CFO for existing clients and new clients; leads the client relationship, delivers an exceptional experience, and designs, implements and manages the wealth management plan that supports their passions and purpose - their “Life Plan”.Leverages internal and external resources to achieve client objectives in such areas as Investment...