Associate Financial Planner

Summary/Objective

Job description. Reporting to Financial Planners and Partners, the Associate Financial Planner is responsible for directly supporting the Planning Team with all aspects of the client relationship and implementation of the client’s financial plan, which include management of both internal and external workflows.

• In conjunction with the Data Input Specialist, prepare and update all consult files for each client’s annual meeting
• Assist the Financial Planner with planning opportunities for the client
• Assist the Financial Planner and client on implementation items from consult or as needed throughout the year
• Promptly respond to client questions through email and phone calls
• Review of annual income tax returns and complete year-end tax projections

• Financial analysis and tax planning for each business unit that the client owns
• Participation with the Financial Planner during annual client meetings
• Reconciliation of each client’s current investment asset allocation
• Retirement plan analysis and optimization based on annual objectives of each client
• Correspond with internal departments as well as outside vendors to assist the client in implementation of their financial plan
• Assist with the Data Input Specialist’s training and onboarding needs on an as‑needed basis
• Review the Data Input Specialist’s work for accuracy

This job description is not designed to cover or contain a comprehensive listing of essential functions or responsibilities that are required of the employee for this job. Essential functions and responsibilities and activities may change at any time with or without notice.

• A Bachelor’s degree or higher in Accounting or Tax required
• A CPA/CPA Candidate (Certified Public Accountant), CFP/CFP Candidate (Certified Financial Planner), or CFA/CFA Candidate (Certified Financial Analyst) required
• 2+ years of experience in public accounting or its equivalent preferred
• Strong communication, interpersonal and organizational skills
• Proficiency in Microsoft Office with an emphasis in MS Excel

No travel is required.

This job operates in a clerical, office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.

This is a largely sedentary role; however, some filing may be required. This would require the ability to lift files, open filing cabinets and bend or stand as necessary.

This is a full-time, exempt position. Days and hours of work are Monday through Friday 8:00 a.m. to 5 p.m., although additional hours may be required in order to complete work timely and accurately. Some flexibility in hours is allowed based on management’s approval. Regular in-office presence may be required for the first 6 months or until proficiency in the role is demonstrated.

Once training is completed, this is a hybrid role that allows for remote flexibility with an in‑office presence at least 3 days per week (typically Monday, Thursday, and Friday) or as business need dictates.

Through our competitive compensation and benefits program, we seek to attract, retain and motivate a high‑performing and increasingly diverse Associate population. Our compensation and benefit structure is comprised of many factors, including but not limited the size of our Firm, our financial position, the industry, business objectives, market salary information, benchmark pay levels and practices against the respective peer group (to ensure equal pay for equal work, with allowable pay differences based on factors not prohibited by law), and unique circumstances of the Firm that are subject to change.

Minimum: $65,000 - Maximum: $120,000

• Competitive Salary
• Employer Paid Medical, Short-Term Disability, Accident, Life and AD&D Insurance
• Dental & Vision Insurance
• Unlimited PTO
• Firm‑Paid Holidays, Including an Extended Winter Break
• Safe Harbor 401k Plan
• Generous Employer HSA Contributions
• Employer Paid Professional Dues, Licenses/Renewals
• Continuing Education Resources
• Family Planning Assistance Program and…