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Financial Planning Associate II

2 months ago

Great Falls, Montana, United States Avantax Planning Partners Full time

About Avantax Planning Partners:

Avantax Planning Partners is a distinguished entity within the Cetera Holdings network, dedicated to delivering exceptional financial services. We are currently in search of a Financial Planning Support Associate II to manage client inquiries and correspondence effectively. This role involves the preparation of comprehensive client review materials and reports, alongside assisting in the management of client asset management, brokerage, and insurance accounts.

Key Responsibilities:

  • Accurately prepare and review new account documentation in a timely manner.
  • Organize and compile client review materials, meeting agendas, and weekly updates.
  • Act as a liaison among internal departments to address outstanding issues for Financial Planning Consultants (FPCs), Certified Public Accountants (CPAs), and clients.
  • Support FPCs with ongoing communication with CPAs, clients, and prospects regarding account statuses and important reminders.
  • Maintain and update the Client Relationship Management (CRM) database, including data entry and service requests.
  • Process client requests related to new contributions and fund distributions.
  • Engage with clients through phone and email to provide accurate information to FPCs and CPAs, coordinating meetings and maintaining account records.
  • Assist in training new Financial Service Assistants as required.
  • Identify and recommend improvements in processes and procedures to enhance office efficiency.
  • Perform additional duties as assigned.

Qualifications:

  • High school diploma or equivalent is required.
  • Associate degree (A.A.), two-year technical degree, or bachelor's degree is preferred.
  • A combination of relevant experience and education may be considered in lieu of a degree.
  • 2-5 years of experience in the Financial Services Industry or administrative support is preferred.
  • Familiarity with CRM applications, particularly Salesforce, is preferred.
  • Proficiency in Microsoft Office Suite, including Word, Excel, and PowerPoint.
  • Previous experience supporting financial professionals is advantageous.
  • Experience in a client-facing role is strongly preferred.

Certifications:

  • Possession of the Financial Paraplanner Qualified Professional (FPQP) designation is a plus.

What We Offer:

At Avantax Planning Partners, we understand the importance of work-life balance. We provide a competitive salary along with a comprehensive benefits package for full-time roles, which includes:

  • Inclusive health, dental, vision, and life insurance plans tailored to support diverse lifestyles.
  • Access to mental health benefits to support our team members and their families.
  • 20+ days of paid time off (PTO), paid holidays, a wellness day, and volunteer time off (VTO) to encourage personal well-being and community engagement.
  • 401(k) Savings plan with a generous company contribution and access to financial planning resources.
  • Paid parental leave to support team members during significant life events.
  • Health Savings and Flexible Spending Account options to assist with healthcare and other expenses.
  • Employee Assistance Program (EAP), LifeLock, Pet Insurance, and more.

Commitment to Diversity:

Avantax Planning Partners is committed to providing equal employment opportunities for all applicants and employees, ensuring that all employment decisions are made without regard to race, color, ancestry, national origin, citizenship, age, disability, medical condition, pregnancy, religion, gender, sexual orientation, marital status, military status, or any other protected class.