Associate Financial Planner - Remote Flex & Growth

Wgaesf; Cincinnati (OH); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

Annual bonus

401(k) profit sharing

Medical, Dental, Vision

Paid time off & parental leave

Professional growth & education

Remote work up to 16 hours/week after

Job summary

Foster & Motley, Inc. in Cincinnati, OH, is hiring an Associate Financial Planner to support financial planners in developing comprehensive plans and managing client data. You will research planning issues, prepare proposals, attend client meetings, and help with investment implementation.

This role begins in June 2027 and offers growth potential. Ideal candidates have a Bachelor's degree and up to 5 years in wealth management, with CFP/CPA pursuit encouraged.

Qualifications

• Progress towards CFP and/or CPA designation preferred.
• Bachelor's Degree required.
• 0-5 years of professional experience in a wealth management or financial services field and a background in tax is preferred but not required.
• Strong attention to detail and accuracy.
• Highly proficient in Microsoft Office products. Proficiency in eMoney preferred but not required.
• Excellent written and verbal communication skills.
• Develop and maintain a 'client-first' service mentality.
• Demonstrate a willingness to work as a team with all levels of the firm and with clients.
• Resourceful problem-solver who's eager to learn.
• Interest in professional and personal growth by involvement with professional and/or community organizations.

Responsibilities

• Plan Development: Prepare and update comprehensive financial plans, including retirement projections, tax planning, cash flow analysis, and estate planning strategies.
• Client Support: Participate in client meetings, take detailed notes, and manage post-meeting follow-up items.
• Analysis: Gather, input, and analyze client financial data using software such as eMoney, Salesforce, and Excel.
• Implementation: Assist with investment implementation, including account opening, asset allocation changes, and money movement, while ensuring compliance with regulations.
• Research & Documentation: Research specific planning issues, prepare investment proposals, and maintain accurate client records.
• Client Communications: Draft client emails, meeting agendas and follow-up summaries for Financial Planners to review.

Skills

Client-focused service

Attention to detail

Communication skills

Team player

Willingness to learn

Problem solver

Education

Bachelor's Degree

CFP/CPA designation preferred

Tools

Microsoft Office

eMoney

Salesforce

Excel

Job description

Foster & Motley, Inc. in Cincinnati, OH, is hiring an Associate Financial Planner to support financial planners in developing comprehensive plans and managing client data. You will research planning issues, prepare proposals, attend client meetings, and help with investment implementation.

This role begins in June 2027 and offers growth potential. Ideal candidates have a Bachelor's degree and up to 5 years in wealth management, with CFP/CPA pursuit encouraged.