Associate Financial Planner

Progressive Staffing LLC•Buffalo, NY

2d•$65,000 - $80,000•Onsite

About The Position

Our client, a local wealth management firm in WNY, is looking to add an Associate Financial Planner to their growing team. This is an excellent opportunity for professional growth, long-term stability, and an excellent work-life balance.

Requirements

Bachelor’s Degree required (discipline in Finance, Business, or related)
2-3 years’ experience in financial planning or paraplanning in a wealth management firm
Sound understanding of financial planning concepts, retirement, tax planning, estate planning, insurance, investments, etc.
Excellent computer skills
Strong customer service / client interaction skills
Strong communication skills; comfortable making presentations to clients
Strong organizational and time management skills
Strong attention to detail
Self-motivated
Candidates must be authorized to work in the United States; Visa sponsorship is not available

Nice To Haves

CFP or active pursuit of certification is a plus
Experience using eMoney or similar financial planning software is preferred

Responsibilities

Perform daily support to Senior Financial Advisors in developing thorough financial plans for clients
Gather critical data from clients in order to appropriately advise on retirement projections, tax considerations, estate planning, investment analysis, etc.
Ensure all client data is input into financial planning systems—eMoney—accurately and in a timely manner
Utilize client information and advisor discussions to draft initial financial plans
Prepare necessary materials/information packets for client meetings to ensure thoughtful, professional presentations are delivered
Act as the initial point of contact for clients, answering questions, addressing/escalating issues, gathering required documentation, and following up as necessary
Manage client files, ensuring records are meticulously maintained in Redtail CRM
Regularly review planning outputs to ensure compliance, accuracy, and firm standards are maintained
Collaborate with internal team members to ensure client satisfaction is achieved at all times
Complete special projects as needed
Other duties as assigned/as necessary