Senior Financial Planning Associate

2 days ago

Richmond, VA, United States ProspectBlue Full time
Job Description

ProspectBlue is leading the search for a Senior Financial Planning Associate to join a highly regarded financial services firm in Richmond, VA.

About the Role

The Senior Financial Planning Associate will play a key role in supporting advisors and clients through the creation and presentation of comprehensive financial plans. This individual will partner closely with advisors to provide high-quality analysis, research, and planning support across a wide range of financial topics-from retirement and estate planning to education and insurance strategies.

Responsibilities

  • Research and analyze client inquiries on financial planning topics including education funding, estate and retirement planning, insurance, investments, and taxation.
  • Prepare detailed financial plans and reports using planning tools such as MoneyGuidePro.
  • Participate in client meetings and seminars, providing technical planning support.
  • Collaborate with internal teams and assist with training colleagues on financial planning software.
  • Develop and maintain financial planning resources and materials, including guides, templates, and educational content.
  • Communicate legislative and market updates to advisors through internal messaging and training initiatives.
Qualifications
  • Bachelor's degree or equivalent industry experience.
  • CFP® designation and prior experience in financial planning required.
  • Experience with MoneyGuidePro or comparable financial planning software.
  • Strong analytical, organizational, and communication skills.
  • Professional, service-oriented demeanor with attention to detail and accuracy.
  • Ability to manage multiple priorities independently in a fast-paced environment.
  • Proficiency in Microsoft Office, especially Excel.
Compensation & Benefits

This position offers a competitive salary and comprehensive benefits package, including:
  • 401(k) with company contribution and profit-sharing plan
  • Health, dental, life, and disability insurance
  • Paid time off and wellness programs
  • A collaborative and collegial work culture


If you're an experienced financial planning professional seeking a dynamic, client-focused environment, we invite you to apply or reach out to ProspectBlue to learn more.

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