Advent Partners · 1 month ago
Planning Associate
Gettysburg, PA
Full-time
Onsite
New Grad, Entry LevelAdvent Partners is seeking a detail-oriented and client-focused Planning Associate to join their financial planning team. This role is essential for ensuring clients receive an organized and professional planning experience while assisting advisors in various tasks related to financial planning.
Financial Services
Hiring Manager
Jim Dunlop
Responsibilities
Assist advisors in preparing and delivering comprehensive financial plans
Participate in client meetings as needed, take notes, capture action items, and ensure timely follow-up
Respond to client inquiries promptly, professionally, and accurately
Gather, review, and analyze client financial data (income, expenses, assets, liabilities, insurance, investments, etc.)
Draft financial plan summaries, recommendations, and reports for advisor review
Prepare proposals, meeting agendas, and supporting materials
Build models, investment analyses, and planning scenarios using financial planning software
Research financial products, investment strategies, and planning solutions
Communicate professionally via phone, email, written correspondence, and in person
Provide backup support to team members, including answering phones and performing basic office tasks
Assist with compliance, disclosures, and adherence to industry rules and regulations
Take on additional responsibilities as the team and business needs evolve
Qualification
Required
Detail-oriented and client-focused
Ability to assist advisors in preparing and delivering comprehensive financial plans
Participation in client meetings as needed, taking notes, capturing action items, and ensuring timely follow-up
Prompt, professional, and accurate response to client inquiries
Gathering, reviewing, and analyzing client financial data (income, expenses, assets, liabilities, insurance, investments, etc.)
Drafting financial plan summaries, recommendations, and reports for advisor review
Preparing proposals, meeting agendas, and supporting materials
Building models, investment analyses, and planning scenarios using financial planning software
Researching financial products, investment strategies, and planning solutions
Professional communication via phone, email, written correspondence, and in person
Providing backup support to team members, including answering phones and performing basic office tasks
Assisting with compliance, disclosures, and adherence to industry rules and regulations
Willingness to take on additional responsibilities as the team and business needs evolve
Company
Advent Partners
Advent Partners is committed to simplifying the financial planning process.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Jamie French, CFP®, CPA, MSFP
Wealth Advisor and Managing Partner
Jim Dunlop
Wealth Advisor / Managing Partner
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