Associate Financial Planner

Summary/Objective

Reporting to Financial Planners and Partners, the Associate Financial Planner is responsible for directly supporting the Planning Team with all aspects of the client relationship and implementation of the client’s financial plan, which include management of both internal and external workflows.

Essential Functions

• In conjunction with the Data Input Specialist, prepare and update all consult files for each client’s annual meeting

• Assist the Financial Planner with planning opportunities for the client

• Assist the Financial Planner and client on implementation items from consult or as needed throughout the year

• Promptly respond to client questions through email and phone calls

• Review of annual income tax returns and complete year-end tax projections

Responsibilities & Duties

• Financial analysis and tax planning for each business unit that the client owns

• Participation with the Financial Planner during annual client meetings

• Reconciliation of each client’s current investment asset allocation

• Retirement plan analysis and optimization based on annual objectives of each client

• Correspond with internal departments as well as outside vendors to assist the client in implementation of their financial plan

• Assist with the Data Input Specialist’s training and onboarding needs on an as-needed basis

• Review the Data Input Specialist’s work for accuracy

This job description is not designed to cover or contain a comprehensive listing of essential functions or responsibilities that are required of the employee for this job. Essential functions and responsibilities and activities may change at any time with or without notice.