Financial Planning Associate

True Wealth Advisory Group; Walnut Creek (CA); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Direct mentorship from experienced advisors

Exposure to real client financial planning

Small-team environment with learning opportunities

Clear path for professional growth and CFP development

Collaborative culture focused on client relationships

Job summary

True Wealth Advisory Group is looking for a Financial Planning Associate based in Walnut Creek, California. This entry‑level position offers a unique opportunity to be mentored by experienced advisors and involve significant hands-on exposure in financial planning.

Responsibilities include building and maintaining financial plans, performing analyses, attending client meetings, and administrative support. Candidates should have a degree in a relevant field and a strong interest in financial services, with opportunities for growth as competency develops.

Qualifications

• Bachelor's Degree (preferably in Financial Planning, Finance, Economics, or related field).
• 0-2 years of financial services experience; internship experience considered favorably.
• Enrolled in a CFP Board-registered education program.

Responsibilities

• Build and maintain client financial plans in MoneyGuide Pro.
• Perform underlying analysis to support client recommendations.
• Assist in preparing client meeting materials.
• Attend client meetings to observe and take notes.
• Maintain the accuracy of client files and records.
• Process routine money movement requests.
• Run and retrieve reports from financial management software.
• Stay current on financial planning concepts and share findings.
• Support the team with general administrative tasks.

Skills

High attention to detail

Strong organizational habits

Strong written and verbal communication skills

Interest in financial planning analysis

Ability to work in a team

Basic understanding of investment concepts

Proficient in Microsoft Office Suite

Strong analytical and problem-solving skills

Education

Bachelor's Degree in Financial Planning, Finance, Economics or related field

Tools

Microsoft Office Suite

MoneyGuide Pro

Job description

Expected Salary Range: $70,000 - $90,000 per year

About the Firm:

For more than 30 years, True Wealth Advisory Group has helped individuals and families use their wealth as a tool to support the life they want to live, empowering them to have, do, and enjoy what matters most. Headquartered in Walnut Creek, California, True Wealth Advisory Group provides personalized wealth management and financial planning services designed to help clients pursue their goals with confidence.

Additional information can be found at www.truewealthadvisor.com.

Role Summary:

The Financial Planning Associate is an entry‑level, CFP‑track role for someone who wants to build a career in financial planning and wealth management from the ground up. This role works directly alongside the Associate Advisor and Managing Principal, getting hands‑on exposure to the technical and analytical work behind every client's financial plan — from building cash flow projections and retirement scenarios to preparing the analysis that shapes client recommendations. The Financial Planning Associate receives close, structured mentorship from day one, with direct client interaction growing over time as skills develop. This role has no business development responsibilities and will not develop their own client base. It is designed as a deliberate first step toward the Associate Advisor role, with growth into that position expected as competency and CFP progress build.

Job Description

• Builds and maintains client financial plans in MoneyGuide Pro, including cash flow projections, retirement scenarios, and stress testing, under the direct mentorship of the Associate Advisor
• Performs the underlying analysis that supports client recommendations — running scenarios, modeling outcomes, and summarizing findings for Associate Advisor and Managing Principal review
• Assists in preparing client meeting materials, including agendas, reports, and deliverables
• Attends client meetings to take notes and observe, with increasing participation in discussion and follow‑up as readiness develops
• Maintains accuracy of client files, wealth management notebooks, and CRM records
• Processes routine money movement requests and tracks client account activity
• Assists with gathering account data and documentation from the broker‑dealer or custodian
• Runs and retrieves standard reports from financial management software systems
• Stays current on financial planning concepts, strategies, and relevant changes in tax or regulatory guidance, sharing relevant findings with the team
• Supports the team with general administrative tasks tied to client service delivery
• Receives ongoing, structured mentorship from the Associate Advisor and Managing Principal, with regular feedback on technical and professional development

Required Skills and Key Competencies:

• High attention to detail and strong organizational habits
• Strong written and verbal communication skills
• Genuine interest in financial planning analysis and a desire to learn the technical side of the work
• Ability to follow established processes and procedures accurately
• Ability to work well in a team‑based environment and take direction
• Basic understanding of investment and financial planning concepts (coursework or coursework in progress toward this a plus)
• Ability to maintain confidentiality
• Proficient in Microsoft Office Suite
• Exposure to financial planning software is a plus (MoneyGuide Pro, Redtail, Schwab, Orion) but not required
• Strong analytical and problem‑solving skills with the ability to interpret financial data and identify planning considerations

Minimum Qualifications:

• Bachelor's Degree (preferably in Financial Planning, Finance, Economics, or related field)
• 0-2 years of financial services experience; internship experience considered favorably
• Enrolled in, or planning to enroll in, a CFP Board‑registered education program
• No licensing required at hire; willingness to obtain SIE and/or Series 7/65 within a defined timeframe as a condition of advancement toward the Associate Advisor role

Why Join True Wealth Advisory Group?

• Direct mentorship from experienced advisors
• Meaningful exposure to real client financial planning from day one
• Small‑team environment with significant learning opportunities
• Clear path for professional growth and CFP development
• Collaborative culture focused on client relationships