Associate Financial Planner

RTD Financial Advisors Inc; Philadelphia (Philadelphia County); On-site; USD 70,000 - 85,000; Full time

Job summary

RTD Financial Advisors Inc is seeking an Associate Financial Planner to join our dynamic team in Philadelphia. This role supports an established client base and participates in client meetings, with an emphasis on delivering thoughtful financial planning.

Candidates should have a bachelor's degree and at least two years in financial planning; CFP certification or progress toward it within 18 months is preferred. The position offers growth within a collaborative, client-focused firm.

Qualifications

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

Responsibilities

• Take notes during client meetings and prepare formal correspondence.
• Input actions from client meetings into CRM.
• Coordinate and lead team meetings and provide feedback to lead planners.
• Prepare client meeting agendas and materials; present portions of meetings.

Skills

Inquisitive inquiry

Empathy in communication

Confident verbal communication

Clear, concise thinking

Education

Bachelor's degree

CFP certification or obtainable within 18 months

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.