Role OverviewAs a Planning Associate, you will provide crucial support to Senior Advisors by handling tax projections, creating comprehensive financial plans, and making valuable financial planning recommendations. You will work independently and stay productive, with a focus on detail and proficiency.
What You Will Do
Your responsibilities will include handling tax projections, creating financial plans, making financial planning recommendations, conducting research, and assisting in evaluating planning strategies.
Why It Might Be a Fit
We are looking for a team player with strong written and verbal communication skills, able to work independently and stay productive. You will be integral to our clients' financial well-being and will have the opportunity to contribute to our team's success.
Requirements
- Bachelor's degree
- 0-3 years of financial planning or tax experience
- Prior experience with RightCapital, Advyzon, Eclipse, Holistiplan, Lacerte Tax, or Office 365/Sharepoint/Teams is helpful
Benefits
- Defined career path and compensation increases
- Quarterly bonuses for sourcing new clients
- Participation in annual 20% of profit sharing based on relative performance and team building
- Ownership potential
- 4% 401k match
- $11,000/year for health and dental insurance and/or HSA funding
- Company-paid short- and long-term disability
- Company-paid professional education
- Company-paid membership in professional organizations (CFP, Kitces)
- Defined training period to acclimate you to our clients, team members, systems and processes
- Positive, family-first culture and flexible work environment
- 3 weeks' vacation
- Sick leave
- Parental leave
- Top-notch technology and equipment
- Mentorship by a Senior Advisor for career development
- Profit sharing bonus paid in December
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