Associate Financial Planning Consultant
About The Position
The Associate Financial Planning Consultant role is a critical position within a financial planning team, designed to provide technical and client support to senior advisors while developing the expertise and skills necessary for a future independent advisory role. This position involves assisting with financial planning preparation, client service, and operational tasks to create capacity for Lead Advisors or Managing Directors. The Associate Fin Financial Planning Consultant may also contribute to firm initiatives, internal projects, and strategic goals. Candidates must be located near our Citrus Heights, CA office.
Requirements
- Bachelor’s degree in finance, business, or a related field.
- 2–5 years of experience in financial planning, investments, or related areas preferred.
- Series 7, 63, 65 , as well as a Life Insurance license, are required.
Nice To Haves
- Strong analytical skills with attention to detail.
- Excellent communication skills for both client interactions and internal collaboration.
- Ability to manage multiple priorities efficiently in a fast-paced environment.
- Proficiency with financial planning software (e.g., eMoney, MoneyGuidePro) and portfolio management tools is preferred.
Responsibilities
- Assist Partner Advisors with analysis, client service, and technical tasks.
- Develop and refine technical skills.
- Collaborate with team members to ensure seamless client service delivery.
- Prepare financial plans by gathering and analyzing client data using financial planning software.
- Attend client meetings to take detailed notes and provide follow-up support.
- Conduct portfolio reviews, asset allocation analysis, and generate rebalancing trades.
- Research financial products, investment managers, and services to support client recommendations.
- Create custom spreadsheets or tools for analyzing specific planning scenarios or purchase decisions.
- Respond to basic client inquiries regarding account access, statements, or general financial questions.
- Facilitate fund transfers, update cost-based information, and complete account-related forms.
- Maintain accurate records in CRM systems and generate performance reports using portfolio management tools.
- Provide product education or options to clients as needed.
Benefits
- competitive pay
- competitive benefits
- collaborative workplace that supports employee development
- investment in long-term success
- competitive performance-based bonus
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
