Financial Planning Associate

Claire Myers Consulting; Philadelphia (Philadelphia County); On-site; USD 54,000 - 66,000; Full time

Job summary

Claire Myers Consulting is seeking a Financial Planning Associate in Philadelphia. The ideal candidate will support financial advisors by managing planning preparations and assisting with client onboarding and operational tasks.

Successful applicants will have strong organizational skills and a proactive approach, contributing to the overall client experience and team efficiency. This position offers opportunities for professional development and growth.

Qualifications

• 1-2 years of experience in financial services, wealth management, insurance, or operations preferred.
• Motivated, coachable, and eager to grow professionally.
• Securities licensing or interest in pursuing licenses/designations is a plus.

Responsibilities

• Support advisors with planning preparation, case design, and operational execution.
• Assist with pipeline management and workflow coordination.
• Prepare paperwork for underwriting and client onboarding.

Skills

Organizational skills

Attention to detail

Communication skills

Relationship-building skills

Ability to manage multiple priorities

Job description

Compensation

Starting around $60,000+ base salary + bonus opportunities

Overview

Our client, a growing and highly collaborative financial services organization in Philadelphia, is seeking a Financial Planning Associate to support financial advisors and clients through a comprehensive planning and operations process.

This role is ideal for someone who enjoys being in the middle of the action, helping advisors stay organized, supporting client onboarding and underwriting, and playing a key role in the overall client experience. The team is highly focused on development, collaboration, and long-term career growth.

Key Responsibilities

• Support advisors with planning preparation, case design, and operational execution
• Help advisors stay proactive and organized throughout the sales and planning process
• Assist with pipeline management and workflow coordination
• Serve as a resource for product and planning-related questions

Client Operations

• Prepare paperwork and materials needed for underwriting and client onboarding
• Coordinate with internal teams to ensure smooth underwriting and investment operations processes
• Assist with opening and funding investment accounts
• Help process account transfers, distributions, trade corrections, and servicing requests
• Support insurance servicing updates, including beneficiary changes, address updates, and payment-related changes

Team & Growth Support

• Help support the development of newer advisors entering the business
• Contribute to operational improvements and overall team efficiency
• Continue pursuing professional development, licensing, and industry education

Qualifications

• 1-2 years of experience in financial services, wealth management, insurance, or operations preferred
• Strong organizational skills and attention to detail
• Ability to manage multiple priorities in a fast-paced environment
• Strong communication and relationship-building skills
• Motivated, coachable, and eager to grow professionally
• Securities licensing or interest in pursuing licenses/designations is a plus

Compensation & Growth

• Starting base salary around $60,000+
• Additional bonus opportunities tied to team growth and production metrics
• Compensation growth opportunities as licensing and professional development milestones are achieved