Financial Planning Associate

3 weeks ago

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

Job TypeFull-timeDescriptionThe 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.RequirementsSCOPE & EXPECTATIONSThe 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 familiesInsurance planning/risk managementEstate planningTax planning and analysisCash flow managementPOSITION RELATED RESPONSIBILITIESAssist 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 returnsAnalyzing overall asset class allocations of both current and prospective client portfolios and comparing them to target allocationsEvaluating investment options available in outside accounts and implementing account allocations with respect to client's investment objectivesCreate net worth statementsUtilize financial planning software to create and maintain financial plans for prospects and clientsSummarize key components of life, disability, and long-term care insuranceResearch financial planning issues and contact/collaborate with outside experts as necessaryAttend client meetings in a technical and support role:Prepare and present cash flow analysis to prospective and current clientsAssist with documenting information relative to the development of financial plans and other related workflowsUtilize analytical tools to identify and provide client planning opportunities to Advisors in specific planning areasThe above statements are intended to describe the general nature and level of workbeing performed. They are not intended to be an exhaustive list of all responsibilitiesrequired of the incumbent in this position.KNOWLEDGE, SKILLS & ABILITIESBachelors Degree requiredSeries 65 license or can be obtained within the first year of employmentMinimum of 2 years of prior experience providing superior client service, preferably within a financial services environment or similar professional settingCommitted to TCI's mission, vision, and core values upholding the highest ethical behaviorClient-first attitude - Seeks to provide outstanding service to all internal and external clients. Strives to develop and maintain strong, long-term relationshipsExperience utilizing financial planning software (EMoney, HolistiPlan, etc.) and client management software (Salesforce, Tamarac, etc.) preferredManage a variety of complex projects, be adaptable, and able to reassess priorities, possess the drive to strategize and problem solveDemonstrated understanding and respect for the nature of highly confidential environments, documentation, and relationshipsAbility to effectively communicate and build rapport with clients and Team TCIDemonstrate professional, ethical, and courteous conduct in responsibilities and dealings with clients, prospects, COIs, colleagues, and other business entities with which TCI has a relationshipAttention to Detail - Diligently attends to details and pursues quality in accomplishing tasks. Produces quality work in an accurate and timely mannerTCI Wealth Advisors is an Equal Opportunity EmployerSalary Description$24.04 - $46.63#J-18808-Ljbffr

by Jobble

  • Retirement Planning Associate

    2 weeks 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

  • Director, Financial Planning

    2 days ago

    Scottsdale, United States Spartan Capital Group LLC Full time

    The position directly reports to the CEO of the US operating company. - Lead annual budgeting and quarterly forecasting processes. - Develop reporting for forecasting and monthly financial analysis. - Own performance management benchmarking platform and reporting KPIs. - Lead regular ownership calls, reporting KPIs monthly, quarterly, and annually. - Design...

  • Financial Planning and Analysis Manager

    2 weeks 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

    1 week ago

    Scottsdale, United States Cogir Senior Living Full time

    THE COMPANY Join our dynamic team at COGIR Management USA, a subsidiary of Canada's COGIR Real Estate. Specializing in modern aging management, we operate 66 senior living communities across 10 states, encompassing over 7,500 units. Since our inception in 2018, we have seen robust growth through strategic acquisitions, including the notable Cadence Senior...

  • Financial Planner

    1 week 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 Planner

    3 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....

  • Associate Financial Advisor

    2 days ago

    Scottsdale, United States North Star Resource Group Full time

    North Star Resource Group is looking to find a candidate for a financial advising position in Scottsdale, AZ. We are looking for a recent college graduate or a more experienced individual in a position today not feeling fulfilled and looking to start in a profession designed around serving others and making an impact. Additionally, you will work under the...

  • Assistant to Financial Planner

    3 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...

  • Associate Financial Advisor

    6 days ago

    Scottsdale, United States North Star Resource Group Full time

    North Star Resource Group is looking to find a candidate for a financial advising position in Scottsdale, AZ. We are looking for a recent college graduate or a more experienced individual in a position today not feeling fulfilled and looking to start in a profession designed around serving others and making an impact. Additionally, you will work under the...

  • Financial Processing Associate

    7 hours ago

    Scottsdale, United States Randstad USA Full time

    Financial Processing Associate$20/hourPosition Details:Start Date: 7/8/2024Training End Date: 56 days from start dateTraining Schedule: Monday to Friday, 8:30 am to 5:00 pm (on-site Tuesdays and Wednesdays, remote on Mondays and Fridays)Post Training Schedule: Monday to Friday, 8:30 am to 5:00 pm (remote)Assignment Length: 12 months with the possibility for...

  • Financial Processing Associate

    58 minutes ago

    Scottsdale, United States Randstad USA Full time

    Financial Processing Associate$20/hourPosition Details:Start Date: 7/8/2024Training End Date: 56 days from start dateTraining Schedule: Monday to Friday, 8:30 am to 5:00 pm (on-site Tuesdays and Wednesdays, remote on Mondays and Fridays)Post Training Schedule: Monday to Friday, 8:30 am to 5:00 pm (remote)Assignment Length: 12 months with the possibility for...

  • Paraplanner / Assistant to Financial Planner

    4 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

    2 weeks 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...

  • Financial Consultant

    1 week 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...

  • Financial Planner

    4 weeks ago

    Scottsdale, United States Ashton Thomas Private Wealth 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...

  • Financial Analyst

    1 week 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 Analyst

    3 weeks 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 Tax Associate

    3 days ago

    Scottsdale, United States The Agency Recruiting Full time

    Job Description Our client, a distinguished public accounting firm located in Scottsdale, Arizona, is actively seeking a skilled Senior Tax Associate to join their esteemed team. Renowned for their commitment to excellence and unwavering professionalism, our client is a leading player in the public accounting sector, providing top-notch services to a diverse...

  • Senior Financial Analyst

    3 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 Analyst

    3 days ago

    Scottsdale, United States Sleepyhead USA Full time

    **Job Summary**: **Responsibilities**: - **Financial Reporting and Analysis**: Manage comprehensive sales reporting by pulling data from multiple portals to create a weekly sales report. Provide insights, recap weekly performance, and adjust future projections based on new data points. - Manage financial projections by analyzing previous years' data points...