Associate Financial Planner Job Description

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We are seeking an Associate Financial Planner to join our growing team. If you are looking to become a CFP® professional, this opportunity might be a good fit for you. This role will give you the opportunity to gain broad exposure to the financial planning industry and help shape the future of a highly committed and cutting-edge financial planning firm.

The Associate Financial Planner works with our Financial Planners and Client Service Team to provide an excellent experience for our clients. The role covers all aspects of financial planning including data gathering and analysis, trading and portfolio management, meeting preparation and follow up, and general support to the entire team.

This position requires a very careful adherence to well-defined processes where repeatable results are needed. The work is highly precise in nature and requires a very strong attention to detail. It is vital for the work output to be very high quality, with correct results, time and time again. Both the content and the presentation are important; all work must be highly polished.

A qualified candidate must be passionate about helping clients, reliable, organized, and goal-oriented. This position requires the ability to work well in both a self‐directed manner and in a collaborative environment while embracing the firm’s core values. Candidates should passionately believe that client interests always come first.

That’s the high-level description, but you probably want to hear more about the details:

Responsibilities we’ll trust you with

  • Prepare and assemble client meeting agendas and supporting documentation
  • Conduct analysis and research and prepare deliverables for client meetings
  • Execute portfolio trading and rebalancing
  • Participate in client meetings with advisors
  • Take appropriate notes for every client meeting attended
  • Draft meeting summary letters and ensure they are completed and sent out timely
  • Enter and analyze client data using a variety of analytical tools and programs including eMoney, Salesforce, Riskalyze, Excel worksheets, and others
  • Create and maintain financial plans in eMoney
  • Compile and input investment account information into financial planning software to create portfolio reviews
  • Assist with phone coverage when needed
  • Use Salesforce and Asana to track all activities
  • Maintain eMoney, Salesforce and Asana with pertinent client information
  • Create and maintain the SOPs and checklists of all relevant job responsibilities and tasks
  • Take initiative to fix or address issues
  • Cross-trained on all client account paperwork and vital administrative functions

Qualifications

  • Bachelor’s degree required – Financial Planning or related field
  • 1-2 years of experience supporting financial advisors
  • Seeking a defined career path in financial planning
  • Seeking to obtain CFP® designation
  • Exceptional Attentional to Detail
  • Basic understanding of income taxes
  • Highly skilled at organization, accurate data entry, and following standard procedures
  • Builds rapport with a variety of personalities
  • Have a passion for helping people
  • Ability to operate in a highly dynamic environment and adapt to changes with a flexible attitude
  • A problem solver who can work independently but also be a team player with a ‘no job is beneath me’ attitude
  • Interest in mastering financial planning and the financial markets
  • Takes responsibility for one’s actions

Perks

  • Competitive salary with significant raises based on merit
  • Participation in bonus pool.
  • 401(k) plan with matching contributions
  • Subsidized health insurance coverage
  • Long-term disability coverage
  • Annual continuing education allowance
  • Paid professional dues
  • Remote work
  • Generous time off policy
  • A team-oriented atmosphere with a positive work environment
  • Career track with mentoring by experienced, credentialed, senior planners

What’s Next?

We look forward to hearing from you! To apply for this position, please complete the initial application and submit your resume. Questions can be directed to careers@illuminationwealth.com.

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About Illumination Wealth

Illumination Wealth is a fast growing, boutique financial planning firm, headquartered in San Diego, California. We develop strategies for entrepreneurs and their families to ensure their money makes a difference in leading a life of freedom, fulfillment, and impact. Our integrative business & personal financial planning process allows our clients to make transformative financial life and investment decisions with confidence. We are passionate about being trusted advisers and our purpose is to meaningfully enhance the returns on our client’s entire financial lives. We have in-depth, long-term relationships with our clients and have embarked on a long-term, organic growth strategy.

Our core values:

  • We Put You First & Got Your Back
  • Building Balance
  • Leading with Emotional Intelligence
  • Precise Advice
  • Exceptional & Intentional: Service, Strategy, Results

 

Disclosure

This job description does not necessarily list all the duties of the position. You may be asked by management to perform other duties. You will be evaluated, in part, based upon your performance of the responsibilities listed in this job description. Management has the right to revise this job description at any time. This job description is not a contract for employment, and either you or Illumination may terminate employment at any time, for any reason.