C³ Wealth Management · 1 month ago
Financial Planning Associate
King of Prussia, PA
Full-time
Onsite
New Grad, Entry LevelC³ Wealth Management is dedicated to helping clients achieve financial independence through comprehensive financial planning strategies. The Financial Planning Associate will support financial advisors and clients by developing financial plans and conducting analyses to provide strategic recommendations.
Financial Services
Responsibilities
Collaborate with financial advisors to develop and implement customized financial analyses for clients
Establish a thorough understanding of clients' financial situations, including goal funding, cash flow, retirement planning, and estate planning
Gain proficiency in using both in-house and industry-standard financial analysis tools and software
Identify and implement necessary adjustments in financial analyses to achieve desired outcomes and ensure precision
Prepare accurate and comprehensive financial reports and presentations for client and prospect meetings
Complete case preparation, including generating and organizing standard documents for client meetings and reviews
Provide general administrative support to principals and the team as needed
Undertake any other tasks or responsibilities deemed appropriate by the principals of the firm
Ensure strict compliance with all regulatory requirements and company policies
Stay current with industry trends, regulations, and best practices in wealth management and financial planning
Qualification
Required
State health and life licensed (or gain licensing within 60 days of employment)
Ability to work in a fast-paced environment, both independently and on a team
Continue insurance education through schools, academies, licenses, registrations and designations
Exceptional organizational and time management skills, with the ability to prioritize tasks and meet deadlines efficiently
Meticulous attention to detail, accuracy, and reliability, with the capacity to excel in a fast-paced environment
Strong analytical and problem-solving abilities, coupled with excellent written and verbal communication skills, and adept at navigating and interpreting large data sets
Ability to maintain high degree of confidentiality and diplomacy, while adhering to regulatory and company compliance requirements
Advanced computer skills, demonstrating efficiency and speed in data entry and navigating through various software applications
Demonstrated ability to learn new concepts quickly and effectively
Proficient in CRM systems and Microsoft Office applications, including Outlook, Word, and Excel
Honest and respectful demeanor, with a strong ethical foundation
Benefits
Employer retirement plan with matching contribution
Full benefits including medical, dental, vision, life and long-term disability insurance
Flexible scheduling with sick and vacation pay
Reimbursement for expenses related to industry licenses or professional accreditation programs
Company
C³ Wealth Management
C3's goal is to protect our client. Our curiosity leads us to better solutions, and drives our willingness to educate clients.
Founded in 2021
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase