Planning Associate (Financial Planning)
About The Position
At the Bahnsen Group, our vision is to be the highest quality provider of wealth management services to those within our sphere of influence. We do not want to merely be great; we want to be extraordinary; extraordinary in the size and scope of our business, but more importantly, extraordinary in the impact we have on our clients' financial lives. Consistently ranked as one of the top companies to work for, The Bahnsen Group is a private wealth management firm which has created an exceptional culture for its employees to participate in the fulfillment of its success. The Bahnsen Group has offices in eleven locations around the country (Newport Beach, CA; New York City; Nashville, TN; Minneapolis, MN; Bend, OR; Phoenix, AZ; Austin, TX; West Palm Beach, FL; Grand Rapids, MI; Dallas, TX; and Silicon Valley, CA) and 90 employees. The firm manages over $8.5 billion of client capital and is widely recognized as one of the leading firms in the industry, consistently ranked as a top advisor by Barron's, Forbes, and the Financial Times. The company was founded in 2015 as a liftout from Morgan Stanley, where company founder, David Bahnsen, was a leading advisor and Managing Director. Since that inception, the company has grown at over +29% per year for ten years running and added a Tax Services department, Risk Department, a comprehensive Family Office offering, and a fully professionalized platform delivering best-in-class client experience. OPPORTUNITY The Bahnsen Group (TBG) is seeking an Associate to join their Planning Department. The role is a full-time, in-office position in our Newport Beach, CA office. The position is a client-facing role, focused on providing financial planning advice while working closely with Private Wealth Advisors. Planners at The Bahnsen Group have access to various software and tools and are given both ample guidance and autonomy to perform their craft. There is ample opportunity to grow within the Planning Department's leadership or into a Private Wealth Advisor. The Associate reports to the Planning Department Director.
Requirements
- 2-5 years of professional experience (preferred experience in an RIA/wirehouse or financial services firm)
- Bachelor's degree required
- Thorough understanding of core financial planning concepts – cash flow planning, retirement, tax, estate, insurance, etc.
- Accurate, organized, and detail-oriented
- Effective communicator who is highly responsive and can provide thoughtful advice to clients
Nice To Haves
- Strong interest in pursuing the CFP® credential (preferred if the candidate has already begun coursework; designation not needed for hire)
Responsibilities
- Assist in financial plan construction, data input, data gathering, aggregation, and plan generation as a support to our Private Wealth Advisor Group
- Collect and aggregate financial planning information from clients
- Utilization of eMoney and Holistiplan financial planning software
- Supporting client administrative needs around eMoney
- Ability to create robust financial plans and formulate recommendations for clients
- Assist Private Wealth Advisors with ad hoc financial planning projects for clients
- Prepare financial planning deliverables and lead financial planning meetings with high-net-worth clients
Benefits
- Salary commensurate with experience
- Full benefits package including medical, dental, vision, and disability
- 401(k) plan with TBG contribution of 3% of compensation
- Discretionary annual bonus
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
