Financial Planning Associate

11 hours ago


Rochester, New York, United States Think Bank Full time
Financial Planning Associate

Think Bank is seeking a highly motivated and detail-oriented Financial Planning Associate to join our team. As a key member of our financial planning team, you will play a critical role in supporting our customers and financial advisors in achieving their financial goals.

Key Responsibilities:

  • Assist financial advisors in preparing financial plans and completing trades and transactions
  • Prepare investment paperwork and complete customer transactions such as stock, bond, and mutual fund trades
  • Provide exceptional customer service and support to Think Financial Planning customers
  • Perform general administrative tasks such as preparing client correspondence and maintaining client databases

Requirements:

  • Bachelor's degree in business, finance, or a related field
  • FINRA Series 7 & 66 (or 63 and 65) preferred
  • Minnesota Life/Health Insurance license preferred
  • 1 year of financial services experience

Benefits:

  • Health insurance with HSA contribution
  • Dental insurance
  • Vision insurance
  • Up to 23 days of PTO annually
  • Seven paid holidays
  • Four weeks of paid family leave
  • Up to 7.5% 401(k) employer match
  • Discounts on certain Think Bank products
  • Tuition reimbursement
  • Clothing allowance
  • Hybrid schedule with ability to work remotely 2 days/week

This is an exciting opportunity to join a dynamic team and contribute to the success of Think Bank. If you are a motivated and detail-oriented individual with a passion for financial planning, we encourage you to apply.



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