Financial Planning Associate

Karam Wealth Advisors; Franklin (TN); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health insurance

401(k) match

Job summary

Karam Wealth Advisors is hiring an associate to grow with us on a data-driven financial planning track. You will work directly with our advisors and clients on real planning while your scope and pay increase as you grow.

You'll build the analytical backbone of client plans, model retirement inflows, Roth conversions, and Social Security scenarios, and manage data and CRMs to keep everything organized.

Qualifications

• 1–3+ years in planning or financial services.
• Able to explain complex numbers clearly in writing and in person.
• Proficient with Excel, planning software, and CRMs.

Responsibilities

• Sit in on client meetings and prep advisors with numbers and materials.
• Build the analytical backbone of client plans: retirement projections, tax scenarios, income modeling.
• Own client data, planning software, and CRM processes so nothing slips.
• Research strategies on live cases and help refine scalable systems.

Skills

Clear communication

Analytical mindset

Attention to detail

Tools

Excel

Planning software

CRMs

Job description

Some firms hire an associate to keep up with paperwork. We're hiring because we're growing—and we want someone to grow with us. We've doubled in the past three years by doing planning the right way: deep, personal, and built around what actually matters to each client.

This is a career track, not a support seat. You'll work directly with our advisors and clients on real planning and, as your skills grow, so does your scope and your pay.

What you'll do

• Sit in on client meetings and prep the advisors for them—the numbers, the materials, the "what should we flag" thinking
• Build the analytical backbone of client plans: retirement projections, Roth conversion and tax scenarios, Social Security and income modeling
• Own client data, planning software, and CRM so nothing slips
• Research strategies on live cases and help refine the systems that help us scale

You’ll thrive here if you

• Have 1–3+ years into a planning or financial services career
• Communicate clearly and make complex numbers feel simple, in writing and in person
• Get satisfaction from a model that ties out perfectly and loves the analytical side of planning
• Are fluent (or fast-learning) with Excel, planning software, and CRMs, with obsessive attention to detail

Compensation & benefits: Base plus bonus, with clear increases as you take on more. Health insurance and 401(k) match included.