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Financial Planning Associate

2 months ago

Alpharetta, United States Ronald Blue & Co Full time
{"Job Title": "Financial Planning Associate", "Job Summary": "We are seeking a highly motivated and detail-oriented Financial Planning Associate to join our team at Ronald Blue & Co. As a Financial Planning Associate, you will play a critical role in helping our clients achieve their financial goals by providing exceptional financial planning and investment management services.

Responsibilities:

* Assist with client onboarding, including gathering information and documents, preparing and processing applications, and performing initial setup in company systems.
* Support client meetings, record meeting notes, follow up on meetings, and respond to client and outside advisor inquiries.
* Perform investment management tasks, such as trading, tax loss harvesting, re-balancing, account reviews, and generate Quarterly Investment Reports.
* Assist with tax planning, including estimating tax withholding settings or quarterly tax payments, planning for cash, securities, or other property gifting opportunities, bonus payments, and stock option planning.
* Develop high-quality, accurate, attractive, and professional reports and presentations that integrate a biblical worldview into financial recommendations.
* Demonstrate technical knowledge and competency in education funding, debt management, income tax estimation and minimization, charitable giving, cash flow, retirement, insurance, and estate planning.
* Maintain the highest Compliance standards by adhering to the company's Human Resource guidelines, Compliance policies and procedures, professional designation standards, and industry's regulatory standards to mitigate risk to the company.

Requirements:

* Desire to serve clients and co-workers with excellence
* Aptitude and passion for learning
* Ability to exercise independent judgment as well as take direction from others
* Proficiency in Microsoft Office with a high level of expertise in MS Excel
* Strong understanding of personal financial concepts
* Organizational and operational efficiency
* Ability to prioritize and complete multiple time-sensitive tasks
* Excellent communication and interpersonal skills, both verbal and written
* Proven technical, analytical, and problem-solving skills
* Strong organization skills and systems acumen
* Strong business mathematical skills and keen attention to detail
* Personal integrity and ability to discreetly handle confidential data

Education, Experience & Skills:

* Bachelor's degree is required, preferably in a finance-related field
* Prior experience is not required, but would be valuable if it is related to financial planning and/or financial service, taxes, or accounting

Certifications, Licenses and Registrations:

* The ideal candidate will be interested in or already actively pursuing the Certified Financial Planner designation.
* Additional education and credentials are a plus, such as MBA, ChFC, CPA, etc.
* If you have a license to sell securities or insurance, you will need to allow your license to expire after leaving your prior employer.

Travel Requirements:

* This position may require occasional travel by car or other reasonable means of transportation, to ensure clients are served in a manner consistent with Division's client service model.

Blue Trust offers a Career Development Plan (CDP) that implements a development program for moving from Planner to Advisor. The CDP was created to provide clarity in the process of becoming an advisor at Blue Trust. It was designed to create a clearly defined career path roadmap, consistent messaging and conversation, and nationwide process standardization. The Planner to Advisor Track curriculum was designed to capture the role-specific learning items required for a new employee starting as a Planner at Blue Trust.

The areas of focus within the CDP: Biblical Wisdom, Leadership/Management, Technical Knowledge, Client Service, Pursuit of Designations, Business Development and People Skills.

Blue Trust is an equal opportunity employer."