Park Avenue Capital · 15 hours ago
Advanced Planning Associate
United States
Full-time
Remote
Mid Level
3+ years expPark Avenue Capital is a leading firm in wealth management, recognized for its high standards and comprehensive investment solutions. They are seeking an Advanced Planning Associate to analyze clients' goals and execute financial planning deliverables in collaboration with the team.
Financial ServicesRisk ManagementWealth Management
Responsibilities
Concierge planner for A/A+ clients and prospects
Analyzing client statements and financial goals, execute and deliver financial planning recommendations and complete case preparation for client meeting
Serve as a second seat on subset of the firm’s client meetings
Assists Director of Planning in analyzing and maintaining the firm’s planning philosophy
Coordinate with Director of Planning to identify and communicate planning strategies to the firm’s advisors
Qualification
Required
Bachelor's degree in business administration, accounting, or finance or equivalent work experience
Must obtain Life/Accident/Health license and Series 7 in first year
CFP or CPWA designation
3+ years in the Wealth Management Industry
Strong desire for personal and professional growth
Approachable, respectful, and inclusive communication
Ability to give and receive constructive feedback
Ability to maintain confidentiality
Excellent verbal and written communication skills
Excellent verbal and written communication and interpersonal skills
Proficient in Microsoft Office Suite or related software
Excellent organizational skills and attention to detail
Excellent analytical, and problem-solving skills
Company
Park Avenue Capital
Park Avenue Capital is a financial services firm that offers financial planning, wealth management, risk management solutions.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Terence Tabile
Director of Strategic Partnerships and Acquisitions
Company data provided by crunchbase