Financial Planning Associate jobs in United States
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Prime Capital Financial · 2 days ago

Financial Planning Associate

positionOverland Park, KS
timeFull-time
remoteOnsite
seniorityEntry Level
date1+ years exp

Prime Capital Financial is seeking a Financial Planning Associate to join their Financial Planning team. This role involves supporting financial advisors in delivering personalized planning experiences to clients by preparing comprehensive financial plans and managing financial planning technology platforms.

Asset ManagementFinanceFinancial ServicesWealth Management
Hiring Manager
Amanda Dugger
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Responsibilities

Collaborate with financial advisors to prepare customized, holistic financial plans and client reports
Support the implementation of financial planning recommendations including retirement, education, tax, estate, and risk management strategies
Attend client and prospect meetings as needed; capture detailed notes and support follow-up tasks
Serve as the subject matter expert for financial planning software platforms including eMoney, MoneyGuidePro, Holistiplan, Nitrogen (formerly Riskalyze), and Wealth.com
Manage client data entry, updates, and scenario analysis within planning software tools
Assist in preparing and scheduling client review meetings, ensuring documentation and reporting are complete and accurate
Provide outstanding service and follow-up to clients throughout the financial planning process
Stay up to date on regulatory changes, financial planning strategies, and industry trends
Participate actively in team meetings and professional development opportunities
Maintain strict confidentiality and uphold high ethical standards in handling sensitive client data

Qualification

CFP certificationSeries 65 licenseFinancial planning softwareFinancial services experienceProfessionalismCommunication skillsOrganizational skillsTeam collaboration

Required

Bachelor's degree in Financial Planning, Finance, or related field
Minimum 1–3 years of experience in the financial services industry
CFP® certification required or must be obtained within 18 months of hire
Series 65 license required or must be obtained within 6 months of hire
Strong written and verbal communication skills with the ability to present effectively to clients and senior leadership
Excellent organizational skills and the ability to prioritize multiple tasks and projects
Self-starter with the ability to work independently and collaboratively in a team environment
Commitment to professionalism, confidentiality, and continuous learning

Preferred

Direct exposure to financial planning preferred
Proficiency in financial planning platforms: eMoney, MoneyGuidePro, Holistiplan, Nitrogen, and Wealth.com strongly preferred
Familiarity with custodians (e.g., Charles Schwab) and technology platforms (e.g., Orion, Salesforce, Google Workspace) is a plus

Company

Prime Capital Financial

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Prime Capital Financial is a dynamic, growth-oriented company with offices spread across the United States.
dateFounded in 2017
location
Overland Park, Kansas, USA
people-size201-500 employees
web-link
https://pciawealth.com

Funding

Current Stage
Growth Stage
Total Funding
unknown
Key Investors
ABRY Partners
2023-07-12Private Equity

Leadership Team

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Jania Stout
President, Financial Advisor
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Recent News

Morningstar.com
Prime Capital Financial Announces Jason Gerber and Marco Osorio Named Best Financial Advisors by Arkansas Money & Politics
2025-09-30
Business Wire
Prime Capital Financial Aligns with Sugarloaf Wealth Management
2025-02-10
Prime Capital Investment Advisors Forges Strategic Partnership with Abry Partners
2025-01-31
Company data provided by crunchbase