Financial Planning Associate
The Mather Group (TMG) is seeking a detail-oriented Financial Planning Associate to support our growing wealth management team. This role involves developing comprehensive financial plans and collaborating with wealth advisors to ensure accurate and effective client communication and compliance with regulatory requirements.
Responsibilities
- Support and collaborate with wealth advisors to create comprehensive financial plans that encompass retirement planning, tax strategies, estate planning, and investment management
- Entering client information into repositories, including Salesforce and MoneyGuidePro/eMoney, while maintaining accurate and up-to-date client information, ensuring data integrity across all technologies
- Assist in preparing client presentations and meetings, communicating financial plans and recommendations effectively to clients
- Stay abreast of industry trends, tax law changes, and investment strategies to contribute valuable insights to the financial planning process
- Ensuring compliance with regulatory requirements and internal policies in the development and execution of financial plans
- Participating in client meetings to gather relevant financial information; comprehending clients’ goals, risk tolerance, and financial aspirations
- Actively pursuing professional development opportunities, including obtaining relevant certifications, to enhance knowledge and skills in financial planning
Skills
- Bachelor's degree in Financial Planning, Finance, Consumer Economics, or a related field
- Relevant internship experience required
- S65 license required or willing to obtain within 90 days of hire
- Desire to pursue the Certified Financial PlannerTM (CFP®) designation
- Familiarity with MoneyGuidePro, or other financial planning technology
- Knowledge of financial products and financial planning concepts
- Excellent analytical skills and attention to detail
- Effective communication skills, both written and verbal
- Strong organizational and time-management abilities
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