Advanced Planning Associate

Park Avenue Capital; United States; Remote; USD 135,000 - 150,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Dental insurance

Employee assistance program

Flexible schedule

Health insurance

Paid time off

Parental leave

Vision insurance

Job summary

Talantir is seeking an Advanced Planning Associate to analyze clients’ goals and execute financial planning deliverables in coordination with the team. The role emphasizes growth, strong communication, and confidential handling of client information.

The position supports concierge planning for A/A+ clients, analyzes statements and goals, and prepares materials for meetings. Remote work is available with travel as needed; 401(k), health/dental, and PTO are among benefits.

Qualifications

• Bachelor’s degree in business administration, accounting, or finance or equivalent work experience.
• Must obtain Life/Accident/Health license and Series 7 in first year.
• CFP or CPWA designation.
• 3+ years in the Wealth Management Industry.

Responsibilities

• Concierge planner for A/A+ clients and prospects.
• Analyzing client statements and financial goals, execute and deliver financial planning recommendations and complete case preparation for client meeting.
• Serve as a second seat on subset of the firm’s client meetings.
• Assists Director of Planning in analyzing and maintaining the firm’s planning philosophy.
• Coordinate with Director of Planning to identify and communicate planning strategies to the firm’s advisors.

Skills

Excellent verbal and written沟mmun icat

Microsoft Office proficiency

Analytical and problem-solving

Client-focused communication

Education

Bachelor’s degree in business administration, accounting, or finance

CFP or CPWA designation

Series 7 license

Life/Accident/Health license

Job description

Advanced Planning Associate

Role Profile Summary

An Advanced Planning Associate, in coordination with clients and the broader team, will be expected to analyze clients’ goals and objectives and execute financial planning deliverables and recommendations. This individual must show a strong desire for personal and professional growth.

Core Responsibilities

• Concierge planner for A/A+ clients and prospects.
• Analyzing client statements and financial goals, execute and deliver financial planning recommendations and complete case preparation for client meeting.
• Serve as a second seat on subset of the firm’s client meetings.
• Assists Director of Planning in analyzing and maintaining the firm’s planning philosophy.
• Coordinate with Director of Planning to identify and communicate planning strategies to the firm’s advisors.

Required Minimum Qualifications

• Bachelor’s degree in business administration, accounting, or finance or equivalent work experience.
• Must obtain Life/Accident/Health license and Series 7 in first year.
• CFP or CPWA designation.
• 3+ years in the Wealth Management Industry.

Key Characteristics

• Strong desire for personal and professional growth.
• Approachable, respectful, and inclusive communication.
• Ability to give and receive constructive feedback.
• Ability to maintain confidentiality.
• Excellent verbal and written communication skills.
• Excellent verbal and written communication and interpersonal skills.
• Proficient in Microsoft Office Suite or related software.
• Excellent organizational skills and attention to detail.
• Excellent analytical, and problem-solving skills.

Pay

$135,000.00 - $150,000.00 per year

Benefits

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Flexible schedule
• Health insurance
• Paid time off
• Parental leave
• Vision insurance

Education

• Bachelor's (Required)

Willingness to travel

• 25% (Preferred)

Work Location

Remote