Financial Planning Associate jobs in United States
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Financial Planner Recruiting, LLC · 9 hours ago

Financial Planning Associate

positionDetroit Metro
timeFull-time
remoteOnsite
seniorityMid Level
money$80K/yr - $130K/yr
date3+ years exp

Financial Planner Recruiting, LLC is a rapidly growing wealth management firm located in Greater Detroit, MI. They are seeking a Financial Planning Associate to join their team, playing a critical role in ensuring exceptional client service and follow-through on financial planning tasks.

Staffing & Recruiting
Hiring Manager
Ali Staton
linkedin

Responsibilities

Prepare deliverables for client/prospect meetings: reports, plans, reviews, and documents
Schedule client meetings and handle related preparation and follow-up
Attend client meetings, take notes, and track tasks in Salesforce
Maintain client data and populate Know Your Client (KYC) and financial planning information
Assist with proposing trades, executing transactions, and portfolio monitoring
Adhere to workflows and tools like Salesforce, Tamarac, and RightCapital
Review quarterly billing and reporting for accuracy
Manage client onboarding and offboarding processes
Support year-end/tax tasks: 1099s, cost basis, contributions, RMD tracking
Communicate with professionalism and empathy in all client interactions

Qualification

Financial literacyData reportingSalesforceMicrosoft ExcelTamaracRightCapitalCommunication skillsOrganizational skillsInterpersonal skillsAttention to detail

Required

Bachelors degree in finance, economics, business, or related field
3+ years experience in financial services or related industry
Financial literacy and comfort with data and reporting
Excellent communication, organizational, and interpersonal skills
High attention to detail and discretion with confidential info
Proficient with Microsoft Office, especially Excel
Ability to work independently and collaboratively

Preferred

Experience with Salesforce, Tamarac, and RightCapital preferred

Benefits

Bonus opportunities available.
401k with match.
PTO policy: 15 days off in the first 12 months of employment, and then unlimited PTO policy going forward.
NYSE holiday calendar (10 days) and close the office for an extra day around July 4th and the day after Thanksgiving.
Parental leave policy is 3 months paid. In the first 12 months its prorated based on days employed.

Company

Financial Planner Recruiting, LLC

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We’re the top financial advisor recruiting firm. We find the best candidates for independent firms.
people-size0-1 employees
web-link
https://fprecruiting.com/

Funding

Current Stage
Early Stage

Leadership Team

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Ali Staton
Founder and Lead Recruiter
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Company data provided by crunchbase