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Financial Planning Associate

Core Wealth Management
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The Financial Planning Associate works closely with the firm’s Advisors and assists in developing, implementing, monitoring, and updating comprehensive financial plans for our clients. The role combines analytical work, financial planning, research, writing, organization, and client interaction. Key areas of focus include cash flow planning, retirement planning, tax planning, and investment planning. 

Responsibilities 

• Manage the client data-gathering process and organize information needed for financial planning 

• Work with Advisors to develop and update comprehensive financial plans 

• Assist clients with implementing recommendations from their financial plans 

• Prepare analyses related to cash flow, retirement, taxes, investments, and other planning matters 

• Develop and maintain Investment Policy Statements that govern how client accounts are managed

• Participate in client meetings and assist with meeting preparation and follow-up 

• Manage client financial planning portals and ensure information remains current 

• Oversee the preparation and delivery of quarterly client reporting 

• Research financial planning issues as needed 

• Develop strong, long-term relationships with clients 

• Work with other members of the team to ensure client planning and investment needs are addressed

Ideal Candidate 

The ideal candidate will: 

• Have a Bachelor’s Degree in finance, accounting, economics, business, or a related field 

• Have an interest in financial planning and a desire to work toward the Certified Financial Planner™ designation 

• Enjoy analytical and problem-solving work 

• Have strong verbal and written communication skills 

• Be organized, dependable, and able to manage multiple priorities 

• Be detail-oriented and take ownership of their work 

• Be comfortable interacting directly with clients 

• Be collaborative and enjoy working as part of a small team 

• Be interested in developing professionally and taking on greater responsibility over time

Compensation & Benefits 

Salary is commensurate with experience. We offer a competitive base salary, employer-subsidized health insurance, paid time off, and a 401(k) plan with employer matching. This position offers significant opportunity for professional growth and career development, including the opportunity to take on increasing planning and client responsibilities over time.