Associate Financial Planner (Summer 2027) - On-site

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 is a growing, independent, employee-owned, fee-only Registered Investment Advisory (RIA) firm that provides clients with investment management and comprehensive financial planning. We currently manage over $3 Billion in client assets and have over 50 dedicated employees. The firm's culture promotes collaboration, professional growth, and a commitment to providing exceptional client service.

Foster & Motley, Inc. is seeking an Associate Financial Planner to join our team. This is a full-time position located in Cincinnati, Ohio. The Associate Financial Planner supports the Financial Planners in the development and maintenance of comprehensive financial plans, conducting research, and managing client data. We anticipate that this role will begin in June of 2027.

What This Role Offers

• A collaborative and challenging work environment where you can make a difference in the lives of our clients
• This position has room for advancement within Foster & Motley
• Competitive salary commensurate with experience
• Annual profitability/performance bonus
• Safe Harbor 401(k) plan with discretionary profit sharing
• Medical, Dental, Vision, Short-Term/Long-Term Disability, and Group Life insurance
• Paid time off and paid parental leave
• Opportunities for professional growth and continuing education
• Up to 16 hours per week of remote work flexibility, starting after 90-days of employment

Job 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, and help keep clients informed on the status of action items and plan updates

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