Financial Planning Associate
3 weeks ago
Location: Spring, TX
Salary: $70K-$85K
Skills: Wealth Planner / Financial Planner
About Company / Opportunity:
The Associate Financial Planner plays a crucial role in the Client Service Team, collaborating with Wealth Managers to analyze and synthesize data for client Wealth Management Plans. This role involves data gathering, modeling, case design, scenario building, and proposing solutions to complex scenarios.
Responsibilities:
- Gather, organize, and synthesize client data within a financial planning context
- Prepare client financial plans and presentations for review by Wealth Managers
- Ultimate ownership for resolution of all client inquiries
- Administer client account transfers and account paperwork
- Prepare client trades for review by Wealth Managers
- Liaison between the support staff and Wealth Managers
- Attend client meetings in a technical, supporting, and learning role
Requirements:
- Bachelor's Degree in Business, Finance, Financial Planning, or Economics
- Series 65, CFP (highly preferred)
- Client-first attitude
- Excellent analytical and interpersonal skills
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