We are seeking an Associate Financial Planner in our Philadelphia office. Our Personal Wealth Management Career Track offers the right candidate an amazing opportunity to develop a career, guiding clients through important decisions, while shaping the future of a highly committed and cutting-edge firm. Candidates should passionately believe that client interests always come first.
Key Qualifications and Characteristics
- Seeking a defined career path in financial planning
- B.A. or B.S. degree from an accredited four-year university
- Prefer candidate has passed the CFP® exam (may still be seeking the experience needed to use the mark)
- At least 2 years of financial planning experience
- Strong verbal and written communication skills
- Very organized, with acute attention to detail
- Self-starter, problem solver and goal-oriented team player with a ‘no job is beneath me’ attitude
- Genuinely caring by nature, empathetic and a good listener
- Demonstrates curiosity and confidence when working with others
- Experience working with Microsoft Office Suite, eMoney Advisor, Junxure
Responsibilities
- Assist in all aspects of the Financial Planning Process, preparing and implementing Financial Plans and updates to financial planning projections
- Support lead planner in maintaining client relationships
- Collaborate with lead planner in preparation for client meetings
- Contact clients to schedule meetings and conference calls
- Attend and participate in client meetings, taking notes for the lead planner
- Prepare client meeting notes for the lead planner to review
- Complete follow-up communication and implement actions that result from client meetings
- Update client relationship management system with notes and actions, monitoring pending items
- Communicate with client’s outside advisors such as accountants and attorneys
- Receive inbound client phone calls and emails, either addressing their needs or directing them to the appropriate team member
- Upon obtaining CFP Designation, support Employer Retirement Plan Solutions by serving as dedicated resource for planning-related questions, building personal relationships with plan participants
- Participate in firm’s various committees in pursuit of the company’s goals
- Enthusiastically participate in, and volunteer for, industry associations such as FPA and NAPFA
Salary and Benefits
- Competitive salary of $55,000 to $75,000 with bonus opportunities
- Annual incentive based on merit and the profitability of the firm
- Health and dental insurance (50% company-paid)
- Group long-term disability insurance (100% company-paid)
- 401(k) plan with company contribution (historically 3% of annual base salary)
- Generous paid time off and holiday schedule
- Generous New Parent Leave package
- Formalized professional development program
- Continuing education allowance
To be employed within the financial services industry, you will be required to pass a thorough background check. This includes DMV, credit, and criminal.
Proof of vaccination required.
We are working directly with a recruiter, so please do not contact our office.
Please submit cover letter and resume in Word or PDF format.
Resumes will not be accepted without a cover letter that states why you would be a good fit for this position, as well as your desired salary range. Please also describe your three most defining characteristics or attributes. This exercise will display your written communication and ability to follow directions, as well as help us get to know you. Please follow these instructions to ensure your resume will be reviewed. We look forward to your submission!