Financial Planning Associate

Our client is a rapidly growing wealth management firm located in Greater Detroit, MI. They are seeking a Financial Planning Associate to join their team. The Financial Planning Associate plays a critical role as the bridge between clients, advisors, and internal operations, ensuring exceptional client service and consistent follow-through on financial planning tasks. This position supports advisors by managing the preparation, execution, and follow-up of client meetings, maintaining accurate data in our systems, and collaborating with both the Client Service and Operations teams.

• Prepare deliverables for client/prospect meetings: reports, plans, reviews, and documents.
• Schedule client meetings and handle related preparation and follow-up.
• Attend client meetings, take notes, and track tasks in Salesforce.
• Maintain client data and populate Know Your Client (KYC) and financial planning information.
• Assist with proposing trades, executing transactions, and portfolio monitoring.
• Adhere to workflows and tools like Salesforce, Tamarac, and Right Capital.
• Review quarterly billing and reporting for accuracy.
• Manage client onboarding and offboarding processes.
• Support year-end/tax tasks: 1099s, cost basis, contributions, RMD tracking.
• Communicate with professionalism and empathy in all client interactions.

• Client tasks completed on time and accurately documented.
• Consistent and high-quality meeting preparation and follow-up.
• Up-to-date and complete KYC and financial data for each client.
• Responsive to client inquiries within expected time frames.
• Smooth onboarding/offboarding experiences for clients.
• Strong collaboration with Advisors, Operations, and Client Service teams.
• Positive, trust-based client relationships.

• Bachelors degree in finance, economics, business, or related field.
• 3+ years experience in financial services or related industry.
• Financial literacy and comfort with data and reporting.
• Excellent communication, organizational, and interpersonal skills.
• High attention to detail and discretion with confidential info.
• Proficient with Microsoft Office, especially Excel.
• Experience with Salesforce, Tamarac, and Right Capital preferred.
• Ability to work independently and collaboratively.

• Base salary range ($80-$130k), commensurate with experience
• Bonus opportunities available.
• 401k with match.
• PTO policy: 15 days off in the first 12 months of employment, and then unlimited PTO policy going forward.
• NYSE holiday calendar (10 days) and close the office for an extra day around July 4th and the day after Thanksgiving.
• Parental leave policy is 3 months paid. In the first 12 months its prorated based on days employed.