Associate Financial Planner

RTD Financial Advisors Inc; Middletown Township (PA); Hybrid; USD 70,000 - 85,000; Full time

Job summary

RTD Financial Advisors Inc is seeking an Associate Financial Planner to join our team. Candidates should have a bachelor's degree and at least two years of financial planning experience.

CFP certification or eligibility within 18 months is preferred as we support professional development. You will work with an established client base, attend meetings, prepare agendas and materials, and input actions into the CRM while helping to grow client relationships in a collaborative, client-first

Qualifications

• Bachelor's degree required.
• CFP certification or eligibility within 18 months.
• Minimum two years of financial planning experience.

Responsibilities

• Prepare client meeting agendas and materials.
• Attend and participate in client meetings and deliver advice when appropriate.
• Input actions from client meetings into CRM.
• Coordinate and lead team meetings.

Skills

Inquisitive inquiry

Empathy in communication

Verbal communication

Clear and concise

Education

Bachelor's degree

CFP certification or 18 months to obtain

Job description

We are looking for a dedicated Associate Financial Planner to join our dynamic team. This exciting opportunity is ideal for candidates with a bachelor's degree and at least two years of experience in financial planning. As a key member of our team, you will work with an established client base as part of a Dream Team and contribute to the growth of a forward-thinking firm committed to delivering exceptional service. We are seeking a candidate who is passionate about putting clients' interests first and thrives in a collaborative, innovative environment.

This role will challenge you to prepare client meeting agendas and materials. Attend and participate in client meetings, presenting portions of the meeting and delivering advice when appropriate. In this role you will begin to cultivate the ability — and embrace the expectation — to proactively anticipate client needs and build genuine, enduring rapport.

Responsibilities

• Take notes during client meetings and prepare formal correspondence
• Input actions resulting from client meetings into CRM
• Responsible for post meeting follow-ups
• Coordinate and lead team meetings
• Serve as peer-resource
• Provide constructive feedback to lead planners
• Able to clearly articulate our value proposition
  • Communicate the firm's financial life planning and investment philosophies
• Support and train interns and FPAs in understanding our firm's financial planning process and main service lines
• Possess expertise and execute our financial planning process
• Prepare accurate financial planning projections with a deep understanding of assumptions and inputs
• Develop thorough and well-considered financial analysis for presentation to clients
• Understand landscape of profession, products and planning concepts

Skills

• Practice inquisitive inquiry
• Picking up on emotional cues and communicate with empathy
• Demonstrate confidence in verbal communication, reducing discourse markers and interjections
• Communicate thoughts clearly and concisely.

Qualifications

• Bachelor's degree
• CFP® certification or obtainable with 18 months
• A minimum of two years of experience

Salary

• The salary range for this position is $70,000–$85,000. The starting salary will be determined based on experience and qualifications, with candidates meeting the minimum requirements typically starting at the lower end of the range.