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Financial Planning Associate II/III

2 months 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 liaison between advisors and operational teams to uphold exceptional client service standards. This position requires a comprehensive understanding of the financial sector and a strong dedication to being part of a team focused on delivering holistic client solutions. Key responsibilities include data collection, financial analysis, scenario modeling, plan formulation, presentation crafting, and engaging with Foundations/Legacy clientele. The ideal candidate will exhibit commitment, goal-driven behavior, and excel in both independent and collaborative environments, with aspirations to progress into a wealth advisor position.

Key Responsibilities

The Financial Planning Associate II/III will primarily engage in the following tasks:

  • Collect, organize, and analyze client information within a financial planning framework.
  • Prepare and refresh Client Planning Summaries (CPS) and Cash Snapshots.
  • Draft and revise financial strategies, organize planner meetings, and formulate planning recommendations with minimal guidance 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 contribute to wealth advisor meetings by documenting notes and providing relevant discussion points.
  • Ensure CRM accounts are precise, current, and reflect the appropriate account classifications.
  • Assist clients with navigating eMoney and other digital resources independently.
  • Foster deeper client relationships through regular interactions, meeting attendance, and understanding their distinct financial situations.
  • Maintain accurate records of money links, beneficiaries, POAs, and RMDs in CRM.
  • Communicate promptly with clients and advisors, aiming for responses within 24-48 hours.
  • Proactively seek to enhance the Associate Advisor role and improve efficiency in client service, while actively pursuing opportunities to develop and expand a client base.

Qualifications

The Financial Planning Associate II/III position typically 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 mandatory.
  • Preferred possession of a CHFC or CFP certification for the Associate Advisor II role; however, CFP certification is essential for the Associate Advisor III role. Candidates lacking CFP certification must commit to obtaining it within one year of employment.
  • Demonstrated success in preparing meetings for lead advisors.
  • Proficient understanding of account types, tax implications, and a foundational ability to explain financial markets and current economic conditions.
  • Strong knowledge of financial topics including insurance, taxation, risk management, investments, cash flow, Monte Carlo simulations, estate planning, and employer benefits.
  • Experience in client service is required.
  • Ability to interpret and utilize risk assessment tools and results.
  • Familiarity with Schwab and Fidelity platforms is advantageous.
  • Proficient in Microsoft Word, Excel, PowerPoint, Outlook, CRM software, and eMoney.
  • Detail-oriented, accurate, organized, and capable of prioritizing tasks effectively.
  • Excellent written and verbal communication skills.
  • Self-motivated and proactive.
  • A collaborative team player, able to work effectively with others.
  • Desire and ability to thrive in a small company environment.

Compensation and Benefits

Compensation and benefits are competitive within the industry.

  • Base Salary ranges from $55k to $90k annually, plus bonuses, depending 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 accreditation 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 to individuals and institutions. We take pride in assisting retirees and pre-retirees in navigating the complexities of transforming their "Nest Egg" into a sustainable income stream. Our commitment to delivering unparalleled service has allowed us to grow primarily through referrals from satisfied clients.

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

Our disciplined wealth management process provides a structured yet customizable approach based on individual circumstances. This process includes creating an Investment Policy Statement for each client, determining suitable asset allocation aligned with their goals, selecting securities for each allocation using both passive and active management styles, continuously monitoring and evaluating portfolios, and strategically rebalancing as necessary.