Financial Planning Associate — CFP Path & Growth

TFC Financial Management Inc; Boston (MA); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

401(k)

Employee assistance program

Flexible spending account

Health insurance

Health savings account

Life insurance

Paid time off

Paid training

Professional development assistance

Referral program

Job summary

TFC Financial Management, Inc. is seeking a Financial Planning Associate to support senior advisors with data gathering, plan input, and meeting preparation.

You will help build comprehensive financial plans using planning software and coordinate client data from multiple professionals. You will attend client meetings, document notes in CRM, prepare reports, and assist with external account paperwork while maintaining strong client service and teamwork.

Qualifications

• CFP® or other IAR designation within 18 months of hire.
• 3 years of financial planning experience required.
• Bachelor’s Degree from an accredited college or university.
• Proficient with Microsoft Office (Word, PowerPoint and Excel).
• Team player with excellent client service focus.
• Strong written and communication skills.
• Excellent organization and time management skills.
• Ability to work independently and in a team-based environment.
• Energetic and motivated to learn.
• Ethical and trustworthy.

Responsibilities

• Assist in data gathering, plan input and development.
• Attend client meetings, document notes and follow up in CRM.
• Coordinate data gathering from clients, attorneys, accountants and other professionals.
• Build comprehensive financial plans using planning software and tools.
• Prepare client reports for internal and external use.
• Manage tasks and follow up with clients and external advisors.
• Document client communications in CRM and assign tasks.
• Support the Client Service Team with external paperwork and follow-through.
• Coordinate the financial planning process including data input and quality checks.
• Become subject matter expert of financial planning tools.
• Research client-specific issues.

Skills

CFP or IAR target

Client service focus

Written communication

Time management

Team player

Independence

Education

Bachelor’s Degree

Tools

Microsoft Office

Financial planning software

Job description

TFC Financial Management, Inc. is seeking a Financial Planning Associate to support senior advisors with data gathering, plan input, and meeting preparation.

You will help build comprehensive financial plans using planning software and coordinate client data from multiple professionals. You will attend client meetings, document notes in CRM, prepare reports, and assist with external account paperwork while maintaining strong client service and teamwork.