Financial Planning Associate
2 weeks ago
Position Overview
- Full-time, salaried position (40 hours/week)
- Compensation: based on experience, approximately $45,000-$65,000.
About Cornerstone Financial Planning, LLC
- We provide comprehensive financial planning services to individuals and families.
- Our focus is on building trusted relationships with clients to help them achieve their financial aspirations.
- We operate on a fee-only basis, ensuring that our services are ethical and aligned with our fiduciary responsibilities.
- As a female-owned and operated firm, we pride ourselves on our commitment to ethical practices.
- With two decades of service in the community, we are a growing firm with a dedicated team of professionals.
- We are proud to be a Certified B CorporationTM.
Candidate Profile
- You are passionate about assisting individuals and families in making informed financial choices.
- Experience: 0-3 years in financial planning.
- Education: Bachelor's degree required.
- Strong writing and communication skills are essential.
- Detail-oriented with a focus on accuracy in financial analysis and documentation.
- A genuine curiosity to learn and grow in the financial planning field.
- Exemplary organizational and time management abilities.
- Proactive in taking initiative, regardless of task size.
Role Responsibilities
- Support the client management activities for one of the firm's principals.
- Collaborate closely with the principal while engaging in various committees for professional development.
- Commitment to continuous learning and mentorship to develop expertise over time.
- Assist in the creation of financial plans, investment portfolio analysis, and client inquiries.
- Manage internal processes related to brokerage accounts, client reporting, and portfolio rebalancing.
- As you gain experience, your responsibilities will increase, along with your compensation.
- Opportunities for advancement into a Financial Planner role leading client relationships.
Immediate Tasks
- Prepare for client meetings alongside the principal.
- Attend client meetings and document key points.
- Conduct post-meeting debriefs and follow-up tasks.
- Observe investment recommendations and trading processes.
- Learn client service protocols and procedures.
- Participate in various committee meetings and company-wide gatherings.
Development Goals
- Pass the Series 65 exam within the first six months.
- Become proficient in financial planning software and CRM systems.
- Gain insights into investment philosophy and planning strategies.
- Develop client relationships and contribute meaningfully to meetings.
Long-term Growth
- Your advancement will be driven by your initiative and performance.
- Potential to take on lead roles with clients after gaining experience.
Benefits
Competitive salary with bonus potential, 401(k) matching, generous paid time off, life and disability insurance, comprehensive health coverage, HSA, monthly coffee stipend, support for continuing education, and a collaborative work environment.
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