Financial Planning Associate

RecruitVine LLC • Allentown, PA

421d

About The Position

The Financial Planning Associate role at RecruitVine LLC is designed for a motivated individual to support financial planners in a fast-paced, service-oriented environment. The position involves preparing for client meetings, creating financial plans, conducting analyses, and managing documentation for clients and prospects. The associate will play a crucial role in ensuring clients receive tailored financial strategies and support throughout their financial planning journey.

Requirements

• Bachelor's degree in Finance, Economics, or Business Management.
• Minimum of three (3) years of experience in creating financial plans.
• Series 65 and PA Life and Health Insurance Licenses (or willingness to pursue upon hire).
• Strong analytical and problem-solving skills.
• Keen attention to detail and processes to minimize mistakes.
• Well-organized, warm, and personable demeanor.
• Excellent customer service skills for internal team and clients.
• Strong time-management skills.
• Ability to work well both independently and as part of a team in a fast-paced environment.
• Proficient in Microsoft Office Suite.
• Experience with CRM systems, such as Salesforce.

Nice To Haves

• Knowledge of risk management software (Stratifi).
• Experience with financial planning software (E-money).
• Familiarity with client portals and Charles Schwab.

Responsibilities

• Calculate portfolio returns for all existing clients.
• Create risk and return analysis and investment policy statements for clients and prospects.
• Review current investment strategies for clients to determine recommended strategies.
• Create customized financial plans and plan summaries for clients and prospects.
• Prepare new financial documents and onboard them into money management software.
• Create detailed underwriting instructions for Client Services Specialists.
• Calculate and create annuity replacement documentation for existing clients as needed.
• Gather information regarding documents for a client's or prospect's financial plan.
• Perform Roth Conversion analysis, create tax plan summaries, and calculate optimal tax bracket for Roth Conversions.
• Ensure accurate data entry and management within the company's CRM and advisor platform.

Benefits

• Health insurance
• Dental insurance
• 401(k)
• Paid time off
• Parental leave
• Vision insurance
• 401(k) matching
• Professional development assistance
• Life insurance
• Referral program
• Retirement plan

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Bachelor's degree