Financial Planning Associate

2 weeks ago


Portsmouth, Virginia, United States Cornerstone Financial Planning, LLC. Full time

Position Overview

  • Full-time, salaried position (40 hours/week)
  • Compensation: based on experience, with an approximate range of $45,000-$65,000.

About Cornerstone Financial Planning, LLC

  • We specialize in providing thorough financial planning services to individuals and families.
  • Our mission is to be a reliable partner who listens to clients and assists them in reaching their financial objectives.
  • We prioritize client relationships over sales, ensuring a focus on ethical practices.
  • As a fee-only firm, we do not accept commissions or referral fees, aligning our services with fiduciary responsibilities.
  • Our company is female-owned and has been a trusted name in the community for over two decades.
  • We are proud to be a Certified B CorporationTM, reflecting our commitment to social and environmental performance.

Candidate Profile

  • A passion for helping individuals and families make informed financial choices.
  • 0-3 years of experience in financial planning or related fields.
  • A Bachelor's degree is required.
  • Strong writing and communication skills are essential.
  • Attention to detail is crucial for tasks such as financial analysis and data management.
  • A genuine curiosity and eagerness to learn are highly valued.
  • Excellent organizational and time management abilities.
  • Proactive attitude towards taking initiative in various tasks.

Role Responsibilities

  • Support the client management process for one of the firm's principals.
  • Collaborate closely with the principal while engaging in various team committees for broader learning opportunities.
  • Assist in the development of financial plans and investment portfolios, addressing diverse client inquiries.
  • Manage internal workflows related to client account maintenance, reporting, and portfolio rebalancing.
  • As you gain experience, your responsibilities will grow, leading to potential advancement within the firm.
  • Opportunities for career progression into a Financial Planner role are available.

Immediate Tasks

  • Prepare for client meetings alongside the principal.
  • Attend client meetings and document key discussions.
  • Conduct post-meeting debriefs and follow-up administrative tasks.
  • Shadow advisors to learn about investment recommendations and trading processes.
  • Engage with client services to understand operational procedures.
  • Participate in various committee meetings and company-wide gatherings.

Long-term Development

  • Within the first six months, complete the Series 65 exam and gain proficiency in financial planning software and CRM systems.
  • Broaden your knowledge of investment strategies and client situations.
  • Build relationships with clients and enhance your confidence in service delivery.
  • Engage in company events and community service initiatives.

Benefits

We offer competitive compensation aligned with experience, a base salary with bonus potential, a 401(k) match, generous paid time off, life and disability insurance, comprehensive health coverage, and ongoing professional development opportunities.



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