LUX Wealth Planning · 5 hours ago

Financial Planning Associate

United States

Full-time

Remote

Mid Level

$60K/yr - $90K/yr

3+ years exp

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Responsibilities

Participating in client meetings alongside advisors to provide support during financial discussions and assist in notetaking to ensure detailed and accurate records of meetings

Guiding clients through detailed discussions of their budget and conducting ad hoc client meetings as required to address immediate needs and concerns

Ensuring all pertinent information is gathered, analyzed, and input to form the basis of comprehensive financial plans for members with a range of complexity in their finances

Making recommendations aligned with member resources and aspirations

Providing materials and supporting aids that allow advisors to focus their attention on effective delivery

Assist in preparing documents for all client meetings, including detailed summaries of next steps.

Support the creation of insurance illustrations and investment proposals

Conduct investment audits on clients’ existing investment accounts to ensure alignment with their financial goals

Serving as a resource to members with plan-related and technical questions

Monitoring industry trends and research

Executing as needed on cross-trained tasks to support other departments

Qualification

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CFP® designationFinancial planningFINRA Series 6FINRA Series 7DC LifeCRM SystemsMicrosoft Excel