Financial Planning Associate

Vaco by Highspring; Brentwood (TN); On-site; USD 50,000 - 70,000; Full time

Job summary

A financial services firm is looking for a Financial Planning Associate to enhance client service and assist advisors with data analysis and operational tasks. The successful candidate will support the preparation of financial plans and client meetings while ensuring compliance with regulatory standards. A Bachelor's degree in Finance and 2+ years of relevant experience in financial services are preferred. Strong organizational and analytical skills are essential in this role.

Qualifications

• Minimum 2+ years of experience in financial services or advisory support.
• Licenses like Series 7, 65/66, or CFP® preferred but not required.

Responsibilities

• Assist in preparing financial plans by reviewing and analyzing client information.
• Support client service needs and help prepare for meetings.
• Process account requests and maintain accurate documentation.
• Conduct research on investments and planning topics.
• Create reports, presentations, and correspondence.
• Ensure compliance with internal and regulatory standards.
• Contribute to operational and planning projects as needed.

Skills

Attention to detail

Organizational skills

Analytical support

Education

Bachelor's degree in Finance or related field

Job description

Financial Planning Associate

Seeking a detail-oriented Financial Planning Associate to support advisors with client data analysis, plan preparation, and operational tasks. Ideal for someone pursuing growth in financial planning and client service.

Key Responsibilities

• Assist in preparing financial plans by reviewing and analyzing client information
• Support client service needs and help prepare for meetings
• Process account requests and maintain accurate documentation
• Conduct research on investments and planning topics
• Create reports, presentations, and correspondence
• Ensure compliance with internal and regulatory standards
• Contribute to operational and planning projects as needed

Qualifications

• Bachelor's degree in Finance or related field preferred
• 2+ years of experience in financial services or advisory support
• Licenses/designations (Series 7, 65/66, CFP®) preferred but not required
• Strong attention to detail and organizational skills
• Comfortable in a support-focused, analytical role