Financial Planning Associate

Position Overview

The Financial Planning Associate position brings technical expertise to the firm and has responsibility for supporting the advisor in delivering financial planning advice to clients. The goal would be for he or she to serve as an in-house expert on financial planning issues once fully trained. You will work collaboratively with the firm’s advisors to support the delivery of services to clients, including helping clients understand their financial circumstances and opportunities to reach their short- and long-term financial objectives based on their specific financial situations and goals.

Position Core Characteristics

• Ability to provide a high level of service and compassion to client relationships.
• Detail oriented with strong analytical and problem-solving skills and a demonstrated ability to think critically and formulate recommendations. 
• A true passion for innovation (you’re excited about learning new software and you learn fast)
• Excellent verbal and written communication and presentation skills.
• Proactive team player - able to work in a fast-paced environment.
• Ability to work independently and prioritize properly.

Financial Planning Associate

• Assess clients’ financial situations and prepare and maintain comprehensive financial plans for clients consistent with each client’s goals. 
• Analyze results, develop recommendations, and partner with advisors to deliver to clients. 
• Perform in-depth tax analysis and cash flow planning for clients.
• Follow up with clients to validate data received and clarify objectives. Ensure data requested is fulfilled.
• Participate in client meetings and document meeting discussions. 
• Coordinate with advisors and team members to provide an outstanding client experience and identify additional opportunities to add value. 
  • Assist with additional client support and coordination with outside resources as applicable based on client needs. 
• Maintain technical expertise and serve as an in-house expert on financial planning, providing advice and updates to team as appropriate. 
  • Pursue continued education opportunities and networking and follow industry-specific research and publications. 
• Maintain an efficient and effective planning process consistent with firm and client needs. 
• Utilize appropriate software and tools to ensure accurate and timely client communications and reporting and maintenance of client records and files. 
• Other projects, responsibilities, and duties as assigned.

Requirements:

• Bachelor’s Degree in Business, Finance, Accounting or a related field from an accredited college or university.
• Proficiency in Microsoft Word, Excel, and Outlook.
• Series 65 passed, or to be passed, within 90 days of start date.
• 1+ years of relevant experience, which could include internships and Co-ops.
• Not required, but a definite bonus:
• Experience with eMoney, Wealthscape, Tamarac or Holistiplan.
• Certified Financial Planner™ educational requirements in process or hold the Financial Paraplanner Qualified Professional (FPQP) designation desired.

Location: Salem, NH. 

This is a fully on site role with the possibility to work 1 day each week once you are fully trained, up and running.

Salary: Based upon experience.

Other benefits: Healthcare stipend, long and short-term disability, unlimited vacation (as approved), 3% 401k contribution, tuition reimbursement.

About Davis Wealth Advisors

We are a fee-only financial planning and investment management firm located in Salem, NH and serve 80+ high net worth families who have strong family values and value advice. 

We have a supportive work environment, focused on working as a team and every member being heard. Our culture is fast-paced, collaborative, and passionate about improving our clients’ lives. 

For more information about our company, please visit our website www.daviswealthadvisors.net.