Financial Planning Associate II/III

2 weeks ago

Chandler, Arizona, United States Ironwood Wealth Management, LLC. Full time

Position Overview

The Financial Planning Associate II/III plays a vital role in supporting wealth management professionals, serving as a key link between advisors and operational staff to guarantee exceptional client service. This position requires a thorough knowledge of the financial sector and a strong dedication to being part of a team focused on providing holistic client solutions. Primary responsibilities include data collection, financial analysis, case structuring, scenario evaluation, plan formulation, presentation development, and engaging with a Foundations/Legacy client portfolio. The successful candidate will exhibit commitment, goal-driven behavior, and excel in both independent and team-oriented environments, with aspirations to progress into a wealth advisor position.

Key Responsibilities

The Financial Planning Associate II/III will concentrate on the following tasks:

  • Collect, organize, and analyze client information within a financial planning framework.
  • Prepare and revise Client Planning Summaries (CPS) and Cash Snapshots.
  • Draft and update financial strategies, organize planner meetings, and formulate planning recommendations with minimal oversight from Lead Advisors.
  • Model and address client scenarios and inquiries with limited assistance from Lead Advisors.
  • Create financial scenarios and presentations for client discussions.
  • Lead all assigned Foundations/Legacy client meetings and actively engage in wealth advisor meetings by documenting notes and contributing relevant discussion points.
  • Ensure that CRM accounts are accurate, current, and reflect the appropriate account classifications.
  • Assist clients with eMoney navigation and other digital resources independently.
  • Develop deeper connections with clients through work-related interactions, meeting attendance, and understanding their specific financial circumstances.
  • Maintain precise financial links, beneficiaries, POAs, and RMDs in CRM.
  • Ensure timely communication with clients and advisors, aiming for responses within 24-48 hours.
  • Proactively seek improvements in the Associate Advisor role and enhance client service efficiency while pursuing opportunities to market and grow a client base.

Qualifications

The Financial Planning Associate II/III position generally requires the following qualifications:

  • 3+ years of experience in an Associate Advisor or Advisory role.
  • Bachelor's Degree from an accredited institution is required.
  • Series 65 certification is required.
  • Preferred possession of a CHFC or CFP certification for the Associate Advisor II position; however, CFP certification is mandatory for the Associate Advisor III position. Candidates without CFP certification must commit to obtaining it within one year of employment.
  • Demonstrated success in preparing meetings for lead advisors.
  • Strong understanding of account types, tax implications, and a basic ability to explain financial markets and current economic conditions.
  • Proficient knowledge of financial subjects (insurance, tax, risk, investments, cash flow, Monte Carlo simulations, estate planning, employer benefits, planning strategies).
  • Experience in client service is essential.
  • Ability to interpret and utilize risk assessment tools and results.
  • Familiarity with Schwab and Fidelity platforms.
  • Proficiency in Word, Excel, PowerPoint, Outlook, CRM software, and eMoney.
  • Detail-oriented, accurate, organized, and capable of prioritizing tasks.
  • Strong written and verbal communication abilities.
  • Self-motivated and proactive.
  • A collaborative team player, able to work effectively with others.
  • Willingness and ability to thrive in a small company environment.

Compensation and Benefits

Compensation and benefits are competitive within the industry.

  • Base Salary ranging from $55k to $90k annually, plus bonuses, based on experience.
  • Benefits include 100% premium coverage for employees participating in the company health plan, a 401(k) retirement plan with employer contributions, HSA with annual employer contributions, as well as dental, vision, and disability coverage through Ironwood's payroll provider, and paid parental leave.
  • Unlimited Paid Time Off and 11 paid holidays.
  • Partial and/or full financial support for professional certifications and continuing education requirements, along with other educational and training opportunities.

About Ironwood Wealth Management

Ironwood Wealth Management, an Independent Investment Advisor registered with the SEC, is a comprehensive financial planning firm dedicated to providing tailored solutions for individuals and institutions. We specialize in assisting retirees and pre-retirees in navigating the complexities of converting their "Nest Egg" into a sustainable income stream. Our commitment to delivering unparalleled service has led to significant growth through client referrals.

We offer innovative and strategic planning approaches to complex topics such as estate planning, employer-sponsored retirement plans, individual retirement plans, portfolio management, and tax planning.

Our disciplined wealth management process ensures a structured approach while allowing for customization based on individual circumstances. This process includes developing an Investment Policy Statement for each client, determining appropriate asset allocation aligned with goals and objectives, selecting securities for each asset allocation using both passive and active management styles, continuously monitoring and evaluating the portfolio, and strategically rebalancing as necessary.

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