Associate Financial Planner

Full Time - In Office The Role:  Client Review meetings: Assist in preparation, execution and follow up from client review meetings.  

New Client Onboarding: Assist with the generation of financial plan for new clients along with taking notes in all meetings, generating new account paperwork and tracking incoming transfers.  Investment Portfolio Management: Over time become proficient in trading to assist in executing trades, rebalancing, and taking ownership in all client money movement requests.  

Client Services: Promptly respond to client needs. Assist with account maintenance, quarterly billing, and coordination of scheduling client meetings.  Team Participation: As a team-oriented firm, we’re looking for someone who thrives in a team environment. Desired 

Background, Skills & Attributes:  4-year degree in finance or related field and have been or want to work towards an additional credential such as CFP, CPA or CFA.  Comfortable using or learning to use various software, including a CRM (Wealthbox), Financial Planning (eMoney), Custodial Platforms (Fidelity), Performance Reporting (Tamarac), etc.  

Ensure prospects and clients experience first class client service and feel confident that we have their best interest at heart.  Unquestioned integrity in personal and professional activities.  Highly motivated, adaptable and intellectually stimulated.  Comfortable interacting with clients in person and via phone/email.  Team oriented and comfortable wearing many hats in a fast-paced organization. 

Compensation and Benefits:  Salaried position of up to $60,000 along with an annual bonus of up to 10% of your salary.  401(k) with up to a 4% company match.  Group Life and Long-Term Disability coverage. 

Financial assistance as it relates to securing Health Insurance coverage.  Company-paid professional dues and continuing education costs.  Mentorship. S

Send resume and cover letter to mark@modern-dollar.com.