Financial Planning Associate
Davis Wealth Advisors
- Salem, NH
- Permanent
- Full-time
- Assess clients' financial situations and prepare and maintain comprehensive financial plans for clients consistent with each client's goals.
- Analyze results, develop recommendations, and partner with advisors to deliver to clients.
- Perform in-depth tax analysis and cash flow planning for clients.
- Follow up with clients to validate data received and clarify objectives. Ensure data requested is fulfilled.
- Participate in client meetings and document meeting discussions.
- Coordinate with advisors and team members to provide an outstanding client experience and identify additional opportunities to add value.
- Assist with additional client support and coordination with outside resources as applicable based on client needs.
- Maintain technical expertise and serve as an in-house expert on financial planning, providing advice and updates to team as appropriate.
- Pursue continued education opportunities and networking and follow industry-specific research and publications.
- Maintain an efficient and effective planning process consistent with firm and client needs.
- Utilize appropriate software and tools to ensure accurate and timely client communications and reporting and maintenance of client records and files.
- Bachelor's Degree in Business, Finance, Accounting or a related field from an accredited college or university.
- 1-3 years relevant experience.
- Proficiency in Microsoft Word, Excel, and Outlook.
- Experience with eMoney financial planning software and Holistiplan tax planning software a plus.
- Series 65 passed or to be passed within 90 days of start date.
- Certified Financial Plannerâ„¢ educational requirements in process or hold the Financial Paraplanner Qualified Professional (FPQP) designation desired.
- Well-organized and initiative-taking
- Excellent written, oral communication and customer service skills.
- Must be able to prioritize work and multi-task.
- Detail oriented with excellent critical thinking skills.
- Self-starter who can work independently and with team members.