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The Mather Group, LLC · 1 day ago

Financial Planning Associate

Portland, OR

Full-time

Onsite

New Grad, Entry Level

$70K/yr - $85K/yr

The Mather Group (TMG) is seeking a detail-oriented Financial Planning Associate to support our growing wealth management team. The role involves collaborating with wealth advisors to develop comprehensive financial plans and ensuring compliance with regulatory requirements while maintaining accurate client information.

Financial Services

Growth Opportunities

Hiring Manager

Rob Almeida

Responsibilities

Collaborating and supporting wealth advisors to create comprehensive financial plans that encompass retirement planning, tax strategies, estate planning, and investment management

Participating in client meetings to gather relevant financial information; comprehending clients’ goals, risk tolerance, and financial aspirations

Entering client information into repositories, including Salesforce and MoneyGuidePro while maintaining accurate and up-to-date client information, ensuring data integrity across all technologies

Assist in preparing client presentations and meetings, communicating financial plans and recommendations effectively to clients

Stay abreast of industry trends, tax law changes, and investment strategies to contribute valuable insights to the financial planning process

Ensuring compliance with regulatory requirements and internal policies in the development and execution of financial plans

Actively pursuing professional development opportunities, including obtaining relevant certifications, to enhance knowledge and skills in financial planning

Qualification

Financial PlanningMoneyGuideProAnalytical SkillsSalesforceCommunication SkillsFinancial Products KnowledgeOrganizational SkillsTime ManagementAttention to Detail