<p><strong>Overview:</strong></p><p>The Financial Planning Associate will work closely with advisors to support clients' wealth management and financial planning needs. This role involves managing account administration, preparing investment proposals, performance reviews, and delivering comprehensive financial planning materials.</p><p><strong>Core Responsibilities:</strong></p><ul><li>Assist in preparing monthly and quarterly performance reports.</li><li>Monitor and update client investment asset allocations.</li><li>Conduct research and due diligence on investment options, including mutual funds, ETFs, and alternative investments.</li><li>Prepare meeting materials for advisors and clients.</li><li>Assist with quarterly tax projections and review/prepare select income tax returns (e.g., Form 1040).</li><li>Support estate planning strategies and wealth transfer plans for clients.</li><li>Manage financial transaction requests and client account movements (e.g., wires, trades).</li></ul><p><br></p><p><strong>Skills:</strong></p><ul><li>Detail-oriented and organized with the ability to manage priorities effectively.</li><li>Strong communicator, with experience writing client communications and interacting with clients.</li><li>Self-motivated team player who reliably follows through on responsibilities.</li></ul><p><br></p>

<p><strong>Qualifications:</strong></p><ul><li>2+ years of relevant experience (preferably in financial planning or wealth management).</li><li>Progress toward or completion of CFP®, CFA, CPA, or other certifications.</li><li>Pursuing or completed Series 65 license exam.</li><li>Bachelor’s degree in financial planning, accounting, finance, or related field preferred.</li><li>Familiarity with custodians like Schwab or Fidelity preferred.</li><li>Strong understanding of financial markets, asset allocation, tax, and estate planning basics.</li><li>Excellent proficiency in Microsoft Excel and experience with tools like Tamarac, eMoney, or Portfolio Center beneficial.</li><li>Comfortable working with ultra-high-net-worth clients and adapting to a fast-paced work environment.</li></ul><p><br></p>

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