Company Overview:
Planning Alternatives is a fiduciary firm dedicated to providing comprehensive financial planning and asset management services to our clients. We believe that true wealth is not solely about financial success but about enriching lives and fulfilling personal goals. Our mission is to leave clients better off by offering the experience, strategies, and solutions needed to support their vision of wealth. With a focus on integrity, strong relationships, and client-centric solutions, we are building the future of wealth management. As we continue to grow, we are seeking a highly experienced Associate Advisor to lead client relationships and contribute to the strategic growth of the firm.
Position Overview:
The Associate Advisor is an advisor support position that provides technical support for a team of Wealth Advisors. Responsibilities include researching client issues, data gathering and analysis, collaborating with the financial planning department, including implementation. The Associate Advisor will participate in client meetings, but not in an advice delivering capacity. In addition, this position has limited decision-making authority on client matters. Associate Advisors may also participate in the firm’s Investment Committee and Financial Planning Committee. This position is the entry point to becoming a Wealth Advisor at Planning Alternatives. While in this role, the Associate Advisor should plan on acquiring their Certified Financial Planner (CFP) designation if they haven’t already begun the process.
Key Responsibilities:
- Attending Client meetings, taking comprehensive notes and action items, following up on action items to ensure completion.
- Researching issues and assisting Wealth Advisors with recommendations to client problems.
- Client service, including client meeting preparation, information data gathering, implementation of recommendations, account service and maintenance. Assisting Wealth Advisors with comprehensive financial planning including coordination of tax management strategies, estate planning, and risk management.
- Self-confidence, personal integrity, and an understanding of fiduciary responsibility.
- Ability to multi-task, manage time effectively, and prioritize.
- A team player, with strong communication skills.
- Desire/ability to work successfully in a small company environment.
Qualifications:
- Bachelor’s Degree (Accounting, Business, Finance) from an accredited college or university.
- Excellent written and oral communication skills and listening skills.
- Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook
- Master’s Degree, JD or LLM. (preferred but not mandatory)
- Experience with financial planning, client relationship management (CRM), and portfolio management (PM) software. (preferred but not mandatory)
- Background in legal research and understanding of tax planning and compliance. (preferred but not mandatory)
Benefits:
- Competitive salary and performance-based incentives.
- Comprehensive benefits package, including health insurance, retirement plans, and paid time off.
- Opportunities for professional development and career advancement within a dynamic and growing organization.
Planning Alternatives is an equal opportunity employer committed to diversity and inclusion in the workplace. We encourage qualified individuals from all backgrounds to apply.
Application Instructions:
To apply for the Associate Advisor position, please submit your resume and cover letter detailing your qualifications and relevant experience to linkedin@planningalt.com or on our website planningalt.com. We look forward to reviewing your application and considering you for this exciting opportunity to join our team.
