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Financial Planning Associate

2 months ago

Naples, Florida, United States Prudent Financial Planning Full time

About Prudent Financial Planning: We are a rapidly expanding Registered Investment Advisor (RIA) firm seeking to enhance our team with a dedicated financial planning associate. We are eager to discover the contributions you will make to our organization and the opportunities we can provide for your professional growth.

The ideal candidate is a motivated self-starter who excels in both independent and collaborative environments. We are looking for someone who is enthusiastic about establishing a long-term career with us, embracing the extensive growth potential available.

The financial planning associate will be responsible for preparing investment advisory agreements and new account documentation, proactively following up with clients, and keeping lead advisors informed about client progress. Attention to detail is crucial to ensure that all clients receive a clear, organized, and personalized experience.

We seek an individual who is passionate about financial operations, thrives in a dynamic environment, and is committed to keeping our advisors and clients organized and accountable.

The responsibilities of the financial planning associate include, but are not limited to:

  • Data entry and information collection using RightCapital (financial planning software) and Wealthbox (CRM)
  • Facilitating account openings with Schwab and familiarity with Schwab Alliance center
  • Understanding of Morningstar tools
  • Utilizing Wealthbox and enhancing our CRM capabilities
  • Experience with Docusign for document management
  • Creating and merging PDF documents for various needs
  • Event planning and organizational support
  • Assisting our Chief Compliance Officer with compliance-related tasks
  • Being a versatile team member willing to take on administrative duties that allow lead advisors to focus on their core responsibilities
  • Participating in training sessions (technical financial planning, operational training with vendors, client communication, etc.) while continuously seeking to improve and enhance our existing processes
  • Reviewing advisor communications and responding or escalating them as necessary.

Qualifications: While not mandatory, the following qualifications are preferred:

  • Paraplanner designation
  • Experience with RightCapital, Wealthbox, and Schwab Alliance
  • Strong organizational skills and attention to detail
  • Excellent communication and interpersonal skills
  • Ability to develop and refine workflows.

Above all, we are looking for a charismatic and passionate individual who is eager to contribute to the advancement of our firm.