Financial Planning Associate

Brand Asset Management Group; Castle Rock (CO); On-site; USD 60,000 - 80,000; Full time

Job summary

A financial services firm in Castle Rock, Colorado, is seeking a Financial Planning Associate. The ideal candidate will have 3+ years of financial planning experience and possess exceptional detail orientation and organizational skills. Responsibilities include managing client data, preparing financial summaries, and participating in team strategy sessions. This role requires effective communication and strong computer skills, ensuring high-quality service to clients and advisors.

Responsibilities

• Input client data and simulate financial independence modeling.
• Formulate and maintain Investment Policy and Net Worth Statements for clients.
• Prepare insurance summaries for client reviews.
• Participate in team and strategic meetings.
• Manage relationships with performance reporting service providers.

Skills

Attention to detail and organization

Effective communication

Clear phone manner

Ability to prioritize deadlines

Excellent computer skills

Education

3 years of financial planning/investment experience

Series 65 securities registration (preferred)

Job description

Overview

At Brand Asset Management Group, we take pride in the way we serve our clients as well as each other, as teammates. That is why we hire the best and brightest to join our team.

We are a group of slope changers which means we seek to have a positive impact on all the people we interact with by putting others before ourselves and relentlessly pursuing excellence in our work. The ideal candidate will share our core values and be inspired by our company culture.

Position Overview: The role of Financial Planning Associate supports the firm’s financial advisors and financial planning process by preparing for client meetings, conducting client research, participating in client meetings, and providing ongoing service/maintenance to clients.

Required Skills and Abilities

• Attention to detail and organization
• Effective communication with clients and other advisors/staff
• Polite and clear phone manner
• Ability to prioritize deadline and detail sensitive
• Excellent computer skills: the ability to learn in-house programs and tools

Core Values

• Possesses a deep understanding and exemplifies the notion of “I am Third” by putting God and others above self.
• Promotes inspiration, challenge, and encouragement in the lives of all that they touch.
• Relentlessly strives for excellence in all that they do.

Essential Duties and Responsibilities

• Input client data; simulation modeling for financial independence
• Formulation and on-going maintenance of Investment Policy Statements for each client
• Formulation and on-going maintenance of Net Worth Statements for each client
• Prepare insurance summaries for client reviews
• Participate in team daily, weekly, and monthly meetings
• Participate in annual business planning strategy session as requested
• Integration into team’s organizational process including calendar, communication plan, CRM system, etc.
• Manage our relationship with performance reporting service provider to ensure quality statements are produced in a timely fashion and that usable reports are available to advisors.
• Insurance related:
  • Provide insurance support as liaison with insurance partner
  • Prepare insurance summaries/ for client reviews

Education and Experience Requirements and Preferences

• 3 years of financial planning/investment experience
• Series 65 securities registration (preferred)