Associate Financial Planning Consultant

Lincoln Investment; Fort Washington (Montgomery County); Hybrid; USD 55,000 - 75,000; Full time

Benefits offered by this job

Competitive compensation and benefits package

Opportunities for professional growth

Recognition as a top workplace

Job summary

A leading financial services firm in Fort Washington is seeking an Associate Financial Planning Consultant to support financial teams in analyzing client needs and developing tailored financial plans. This role requires a Bachelor's degree and strong analytical skills, along with proficiency in Microsoft Office and financial planning software. The firm promotes a collaborative work environment focusing on helping clients achieve financial success through personalized services. A commitment to professional growth and customer orientation is necessary.

Qualifications

• 1-3 years of experience in financial planning or related field.
• Strong attention to detail and ability to manage multiple priorities.
• Understanding of investment products and financial strategies.

Responsibilities

• Assist in collecting and analyzing client financial information.
• Support the development of personalized financial plans.
• Collaborate with senior consultants to deliver recommendations.
• Participate in discussions on savings and investment strategies.

Skills

Analytical skills

Microsoft Office proficiency

Communication of financial data

Organizational skills

Client service orientation

Team collaboration

Education

Bachelor’s degree in business, Finance, Accounting, or Economics

Progress toward the CFP® designation

Tools

eMoney

MoneyGuidePro

Job description

Associate Financial Planning Consultant – Fort Washington, PA (Hybrid)

Basic Function

The Associate Financial Planning Consultant will support Lincoln Investment’s Financial Planning team by partnering with our Financial Professionals and their clients to help them understand their financial circumstances and achieve their short- and long-term goals. Working closely with a Senior Financial Planning Consultant, this role assists in gathering and analyzing financial data, developing comprehensive financial plans, and contributing to client discussions and plan presentations.

Key Responsibilities

• Assist in collecting, organizing, and analyzing client financial information such as income, expenses, assets, liabilities, insurance coverage, and investments.
• Support the development of personalized financial plans, including retirement, investment, protection, tax, and estate planning strategies.
• Collaborate with Senior Financial Planning Consultants to review, refine, and deliver financial plans and recommendations.
• Participate in discussions with financial professionals and clients on topics including savings strategies, debt management, budgeting, and wealth accumulation.
• Research investment products, insurance solutions, and other financial strategies to support advisor recommendations.
• Prepare plan presentations, illustrations, and supporting documentation for financial professionals and clients.
• Help maintain accurate and compliant financial records, ensuring all analyses and recommendations meet regulatory standards.
• Stay current on industry trends, financial products, and planning best practices to continuously enhance planning support.

Qualifications & Experience

• Bachelor’s degree in business, Finance, Accounting, Economics, or a related field.
• Progress toward the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation or completion of the Financial Paraplanner Qualified Professional (FPQP®) designation preferred.
• FINRA Series 7 and 66 strongly preferred (or obtained within a designated timeframe after hire).
• 1–3 years of experience in financial planning, investments, or financial services.
• Proficiency in Microsoft Office and familiarity with financial planning software such as eMoney or MoneyGuidePro.
• Foundational understanding of the securities industry, investments, annuities, and insurance products.
• Strong analytical skills and attention to detail, with the ability to interpret and communicate financial data clearly.
• Highly organized and able to manage multiple priorities and deadlines.
• Professional, approachable, and service-oriented.
• Strong desire to learn, grow, and advance within a collaborative team environment.

Physical/Other Requirements

• May sit at workstation for extended periods of time.

Lincoln Investment recognized as one of Philadelphia's Top Workplaces for fifteen years, is an independent broker dealer and registered investment advisor that offers brokerage, investment advisory and other financial services. Lincoln has over 1,000 financial advisors nationwide and we serve over 350,000 clients representing over $36 billion in assets. We are a majority family-owned financial services firm that regards our employees as integral players in our continuous growth. Lincoln Investment's success is built upon our dedication to helping people retire well and promoting a work environment that fosters success. Our financial strength and profitability are natural results of "helping people, having fun, and enjoying success." Lincoln Investment offers a competitive compensation and benefits package. Our Home Office is conveniently located in Fort Washington, PA, just outside of Philadelphia.

Lincoln Investment is an equal opportunity employer. Lincoln Investment prohibits discrimination and harassment of any type and affords equal employment opportunities to employees and applicants without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law. Lincoln Investment conforms to the spirit as well as to the letter of all applicable laws and regulations.