Financial Planning Associate: Client Advisory & Onboarding

Focus Financial Partners; Mechanicsburg (Cumberland County); Hybrid; USD 60,000 - 70,000; Full time

Benefits offered by this job

Annual cash bonus

Medical, dental, vision insurance

401(k)

Job summary

Focus Financial Partners is seeking a Financial Planning Associate to provide advisor support and client service. This hybrid position requires strong analytical and communication skills, with duties including managing client relationships and facilitating onboarding.

Candidates should have a Bachelor's degree in Finance and be actively studying for the series 65 or CFP®. The position offers a competitive salary of $60,000-$70,000 and a comprehensive benefits package.

Qualifications

• Bachelor's degree from a four-year college or university with a major in Finance.
• Must be actively studying for the series 65 or CFP®.
• Must maintain complete confidentiality regarding client names and financial information.

Responsibilities

• Provide client relationship support for advisors.
• Interface with clients to provide exceptional service.
• Assure client plans are executed and modified as needed.
• Facilitate new clients onboarding and account opening/transfers.
• Complete administrative functions related to client’s accounts.

Skills

Client service orientation

Analytical skills

Communication skills

Time management

Education

Bachelor's degree in Finance

Tools

Money Guide Pro

Holistiplan

Income Solver

Job description

Focus Financial Partners is seeking a Financial Planning Associate to provide advisor support and client service. This hybrid position requires strong analytical and communication skills, with duties including managing client relationships and facilitating onboarding.

Candidates should have a Bachelor's degree in Finance and be actively studying for the series 65 or CFP®. The position offers a competitive salary of $60,000-$70,000 and a comprehensive benefits package.