Associate Financial Planner & Client Services Lead

Ironwood Wealth Management, LLC.; Chandler (AZ); On-site; USD 60,000 - 75,000; Full time

Benefits offered by this job

Health insurance

401(k) plan

HSA with employer contribution

Dental & vision coverage

Paid time off

Job summary

Ironwood Wealth Management, LLC. is seeking an experienced Associate Advisor to support Wealth Advisors in providing comprehensive financial planning and exceptional client service.

The role focuses on planning and advisor support, owning client service for the Wealth Advisor’s clients, data gathering, and modeling plans in eMoney. The ideal candidate has hands-on planning experience, is analytical, highly organized, and detail-oriented, with a willingness to own responsibilities and learn the

Qualifications

• 2+ years of experience in an Associate Advisor, Paraplanner or Financial Planning Associate role at an RIA, wealth management firm, or financial planning practice.
• Bachelor's degree from an accredited college or university.
• Series 65 or equivalent applicable licensing required, or willingness to obtain within the timeframe established by the firm.
• Interest in pursuing the CFP® designation and continuing to develop financial planning expertise.
• Hands-on experience building and analyzing financial plans in eMoney or similar planning software.
• Working knowledge of financial planning concepts, investments, and retirement account types.
• Client service experience preferred.
• Familiarity with Schwab, Fidelity, eMoney, and CRM software preferred.
• Proficiency in Word, Excel, PowerPoint, Outlook, and CRM software.
• Strong analytical, organizational, written, and verbal communication skills.
• Highly detail-oriented with the ability to manage multiple priorities and follow responsibilities through completion.
• Self-starter who takes initiative, seeks feedback, and works well in a collaborative, small-company environment.

Responsibilities

• Gather, organize, and analyze client financial information used in the planning process.
• Prepare and update Client Position Statements (CPS), Cash Snapshots, financial plans, and other planning materials with the direction of the lead Wealth Advisor.
• Maintain accurate client data, financial planning information, tasks, activities, and notes within eMoney and the firm's CRM.
• Build planning scenarios, generate reports, and review information for accuracy, missing data, or items requiring Advisor clarification.
• Prepare for and participate in client meetings, including gathering materials, taking notes, documenting action items, and managing follow-up.
• Serve as the primary contact for the Wealth Advisor’s clients regarding day-to-day planning, client service, and account-related needs.
• Prepare and process new account paperwork, account maintenance, money movement, transfers, distributions, contributions, beneficiary changes, and other client requests.
• Coordinate with Schwab, Fidelity, and other service providers and monitor requests through completion.
• Assist clients with eMoney and other firm-supported online resources.
• Work closely with the Director of Advisor Training & Development as well as the Client Service Manager, and collaborate across Advisory, Client Service, Portfolio Management, Tax, and Operations.
• Take ownership of assigned responsibilities, meet established deadlines, and identify opportunities to improve efficiency and the client experience.

Skills

Associate Advisor experience

Bachelor's degree

Series 65

CFP® designation pursuit

eMoney planning software

CRM software proficiency

Financial planning knowledge

Client service experience

Schwab/Fidelity familiarity

Microsoft Office suite

Analytical skills

Detail-oriented

Self-starter

Education

Bachelor's degree

Tools

eMoney

CRM software

Schwab

Fidelity

Excel

PowerPoint

Outlook

Job description

Ironwood Wealth Management, LLC. is seeking an experienced Associate Advisor to support Wealth Advisors in providing comprehensive financial planning and exceptional client service.

The role focuses on planning and advisor support, owning client service for the Wealth Advisor’s clients, data gathering, and modeling plans in eMoney. The ideal candidate has hands-on planning experience, is analytical, highly organized, and detail-oriented, with a willingness to own responsibilities and learn the