Senior Planning Associate
$85,000–$105,000 year
HybridAsheville, North Carolina, United States
Job Summary
Conduct in-depth client interviews to gather personal financial data and formulate planning goals. Develop comprehensive financial plans covering investment strategy, tax, retirement, estate planning, executive compensation, risk management, cash flow, and education funding. Assist clients with plan implementation, participate in client meetings to support the primary relationship manager, and review investment allocation trading reports. Research financial planning strategies and potential tax law changes while collaborating with the client service team to monitor client activities. Support wealth management team projects, including onboarding of new staff. Requires FINRA Series 65 certification or ability to obtain within 12 months. Hybrid schedule with three days in office; occasional travel may be required.
Required Qualifications
- Bachelor's Degree
- 3-5 years of financial planning experience, or other related financial services industry experience
- FINRA Series 65 Certification or other qualified credential, or the ability to obtain within 12 months of hire
- CFP certification, or education completed in order to sit for test
- Proven analytical and problem-solving skills
- Detail-oriented with a focus on accuracy
- Highly proficient in financial planning software and computer software, including the Microsoft Office Suite
- Excellent written and verbal communication skills
- Actively engages as a team member
- Adaptability and flexibility
- Client first attitude
- Occasional travel may be required
- 3 days required in office
Desired Qualifications
- Confident Humility – a quintessential team player, willing to do whatever it takes to get the job done, with pragmatic optimism
- Contagious Growth Mindset – a continuous learner with intellectual curiosity who strives for excellence and inspires others
- Trusted Relationships – supportive and authentic with mutual respect for colleagues
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