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The Planning Center, Inc. · 1 month ago

Associate Financial Planner

Moline, Illinois, United States

Full-time

Onsite

Entry, Mid Level

$62K/yr - $81K/yr

2+ years exp

The Planning Center, Inc. is a fee-only financial planning company with a strong reputation in the industry. The Associate Financial Planner will support Senior Financial Planners in delivering personalized financial planning services and will have opportunities to grow into a lead relationship manager role.

FinanceFinancial ServicesPersonal Finance

Responsibilities

Support the Senior Financial Planner (lead relationship manager) in meetings

Prepare client financial plans

Prepare for, take notes, help run, and do follow-up for existing client review meetings

Supervise and review data entry and completion of necessary tasks/business processes within our customer relationship management software and all other TPC tools

Become an expert user of our core tools: Customer relationship management software, Microsoft Office suite, Document management system, Cash management software, Financial planning software

Assist with investment analysis, recommendations, and implementation

Host initial calls with prospective clients

Collaborate with Operations Department to assist in client workflow, such as account opening, transfers, contributions, and distributions

Within one to two years, be able to co-lead client meetings with the Senior Financial Planner, and upon attaining your CFP® certification, be ready to assume sole responsibility of 10-20 existing client relationships

Begin participating in TPC committees and workgroups as appropriate and needed

Qualification

CFP certificationFinancial planning softwareCustomer relationship management softwareCash management softwareMicrosoft Office suiteAnalytical skillsCustomer service skillsCommunication skillsInterpersonal skillsGrowth mindsetAdaptabilityTeamwork

Required

Bachelor's degree or equivalent (any major is just fine!)

CFP® certification or strong commitment to complete the process to become a CFP®

Two or more years of relevant experience as a financial planner desired

Must be able to pass standard industry background checks

Preferred

Preference will be given to those that have already received CFP® certification or have already begun the process to complete all requirements and become a CFP®

Those who have not started the process to become a CFP® professional but are highly interested in becoming a CFP® are still welcome to apply if they can commit to enrolling in a CFP® certification program upon hire with the goal to complete the program in two years