Financial Advisory - Financial Planning Associate
About The Position
Hughes Financial Services LLC (HFS) is an independent, fee-only Registered Investment Advisor serving individuals and families, with a specialization in public servants and executives in government contracting. The Financial Planning Associate supports senior and lead advisors who work directly with clients, helping deliver a seamless, high-quality client experience. This role is an opportunity to build a career in financial services, with the goal of progressing into an advisory role and working directly with clients as experience, licenses, and designations are obtained.
Requirements
- A bachelor’s degree is preferred.
Nice To Haves
- Preference for candidates who have begun CFP® coursework or are actively pursuing the CFP® designation.
Responsibilities
- Obtain client information as directed.
- Analyze and evaluate client information.
- Assist in developing financial plans and recommendations across all areas of financial planning.
- Monitor the status of current financial plans and prepare materials for ongoing client reviews.
- Become familiar with software applications including Schwab’s Advisor Center, eMoney Advisor, Black Diamond, Holistiplan, Vanilla, Co-Pilot, and Salesforce.
- Provide technical support to clients using the eMoney and Schwab Alliance client portals.
- Assist the operations team with client administrative tasks.
Benefits
- Firm-paid education, certifications, and professional designations related to career growth.
- Hybrid opportunities.
- Reduced summer hours.
- Generous paid time off policy.
- 401(k) with matching.
- Company-paid health insurance options.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
