Jensen, Marks, Langer & Vance, LLC · 1 week ago
Associate Financial Planner
Buffalo, NY
Full-time
Onsite
Entry Level
$66K/yr - $80K/yr
2+ years expJensen, Marks, Langer & Vance, LLC is a growing financial planning firm committed to delivering exceptional, personalized planning experiences for clients. They are seeking an Associate Financial Planner to support senior advisors in developing high-quality financial plans and related deliverables, with opportunities for growth into an advisor position.
AdviceFinanceFinancial ServicesWealth Management
Responsibilities
Meet with senior advisors to define financial planning scope and direction
Gather and enter client data into eMoney financial planning software
Develop comprehensive first drafts of holistic financial plans, including retirement projections, cash-flow analysis, investment portfolio evaluations, tax and estate planning considerations, and insurance/risk management strategies
Translate advisor notes and meeting discussions into clear, well-written plan narratives
Ensure all plan deliverables are accurate, thorough, and client-ready
Communicate directly with clients to collect required information for upcoming meetings
Prepare materials for client meetings, reviews, and follow-ups
Maintain detailed records within Redtail CRM
Deliver finalized materials to senior advisors and clients post-meeting
Review planning outputs for accuracy and completeness
Ensure compliance with firm standards and regulatory requirements
Maintain organized, up-to-date client documentation
Qualification
Required
2+ years of paraplanning or financial planning experience
Solid understanding of holistic financial planning concepts—retirement planning, investments, tax, estate planning, and risk management
Strong command of Excel and the Microsoft Office Suite
Proficiency with eMoney (or similar financial planning platforms)
Experience with CRM systems (Redtail preferred)
Exceptional writing and grammar skills; ability to explain complex financial topics clearly and concisely
High accuracy in data entry, calculations, and written deliverables
Self-motivated, organized, and able to work independently
Preferred
CFP® certification or active progress toward CFP® designation
Familiarity with Holistiplan or tax planning principles
Benefits
Bonus potential
Health insurance subsidy
Employer HSA contribution
401(k)
Company
Jensen, Marks, Langer & Vance, LLC
EXPERIENCE & MULTI DISCIPLINARY PLANNING APPROACH With over 150 years of combined experience, we know proper financial planning requires a comprehensive set of disciplines.
11-50 employees
Funding
Current Stage
Early StageRecent News
Seattle TechFlash
2025-04-11
Seattle TechFlash
2025-04-11
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