Financial Planning Associate

TFC Financial Management; Boston (MA); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

401(k)

Employee assistance program

Flexible spending account

Health insurance

Health savings account

Life insurance

Paid time off

Paid training

Professional development assistance

Referral program

Job summary

TFC Financial Management in Boston seeks an assistant to senior client advisors to support financial planning for individuals and families. You will help gather data, input plans, schedule meetings, and prepare follow-ups.

You'll document client communications in CRM, coordinate data from attorneys and accountants, and help build comprehensive financial plans using planning software with a focus on accuracy and client service.

Qualifications

• CFP® or IAR designation expected within 18 months of hire.
• Bachelor’s Degree from an accredited college or university.
• 3 years of financial planning experience required.
• Proficient with Microsoft Office (Word, PowerPoint and Excel).
• Strong written and communication skills; client service focus.
• Ability to work independently and in a team-based environment.

Responsibilities

• Work with advisors on a select group of clients to assess needs, goals and planning issues.
• Prepare for and attend client meetings, document notes and complete follow-ups in CRM.
• Coordinate data gathering from clients, attorneys, accountants and other professionals.
• Build comprehensive financial plans using planning software and related tools.
• Prepare client reports for internal and external use.
• Document client communications in CRM and assign tasks as needed.
• Coordinate the planning process and ensure data quality in systems.
• Become subject matter expert of financial planning tools and software.
• Research client-specific issues.

Skills

Client service focus

Written & verbal communication

Organizational skills

Time management

Team player

Education

CFP® or IAR designation within 18 months

Bachelor’s Degree

Tools

Microsoft Office

Job description

About the Company:

TFC Financial Management, Inc., founded in 1980, is an independent, fee-only Registered Investment Advisory firm, majority owned by employees. We provide financial planning, personal financial advisory services and asset management for individuals, couples and families with a net worth ranging from $3 – $20 million. In addition, we offer strategic financial planning and endowment asset management services for boards of non-profit organizations. Our goal is to help clients build and preserve wealth for the long-term, and, as a fiduciary, we ensure that their interests always come first. Our clients trust that we’ll always put their best interests first, through only the most objective advice and direct, personal attention. Our clients also rely on us to provide help and support in areas beyond their investments, often at challenging times in their lives. As a truly independent firm owned by its principal employees, we’re free to recommend strategies that we believe will help meet our clients long-term financial goals.

About the Role:

To work closely with senior client advisors in all aspects related to financial planning for ourclients. Primary responsibilities will be to assist in data gathering, financial plan input and development, meetingscheduling, preparation and follow-up.

Principal Accountabilities and Responsibilities:

• Work with advisors on select group of clients to assess needs, goals and planning issues.
• Prepare for and attend client meetings, document notes and work with advisor to complete all necessary follow-ups and document in CRM.
• Coordinate the gathering of data from clients, attorneys, accountants and other professionals in anticipation of client meetings.
• Work with advisors to gather all client related data to build comprehensive financial plans by utilizing financial planning software and related tools.
• Coordinate the preparation of various client related reports for both internal and external use.
• Manage and complete tasks/open items, actively follow-up with clients and external advisors while actively communicating with primary advisor on status.
• Document all client communication in CRM and assign tasks as necessary.
• Work with internal Client Service Team to complete and submit external account paperwork and follow through to completion.
• Coordinate the financial planning process for clients. Responsibilities include the organization and input of data into financial planning software or customized spreadsheets and performing quality control reviews of the data.
• Become subject matter expert of financial planning tools and software.
• Research client-specific issues.

Other Financial Planning Responsibilities

• Assist with a variety of financial planning related projects.
• Research financial planning topics and related issues, prepare summaries and present to the firm’s advisors.

Qualifications and Attributes:

• Must obtain CFP® or other relevant IAR designation within 18 months of hire date.
• 3 years of financial planning experience required
• Bachelor’s Degree from an accredited college or university
• Proficient with Microsoft Office (Word, PowerPoint and Excel)
• Team player with excellent client service focus
• Strong written and communication skills
• Excellent organization and time management skills
• Ability to work independently and in a team-based environment
• Energetic and motivated to learn
• Ethical and trustworthy

Benefits:

• 401(k)
• Employee assistance program
  
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Paid training
• Professional development assistance
• Referral program