Financial Planning Associate | Entry-Level Analyst

Clearstead Advisors LLC; Radnor (Delaware County); Ibrido; USD 55.000 - 75.000; Tempo pieno

Descrizione del lavoro

Clearstead Advisors LLC in the United States seeks a Planning Associate to support our integrated planning model by preparing accurate analyses and client-ready deliverables under established standards.

This entry point into the Financial Planning career path helps develop technical proficiency, organize inputs, document assumptions, and escalate as needed while contributing to a consistent, high-quality client experience across the firm.

Competenze

• Bachelor’s degree or an equivalent combination of education and relevant experience.
• CFP certification, active progress toward certification, or a demonstrated commitment to pursuing the credential within an agreed‑upon timeframe.
• Strong analytical ability, attention to detail, organization, and written and verbal communication skills, with sound judgment and discretion in handling confidential client and firm information.

Mansioni

• Prepare and maintain accurate net worth reports, reconcile account ownership and values, and flag changes in assets, liabilities, liquidity, and account titling that may present planning opportunities for advisor review.
• Prepare cash flow analyses and reports in financial planning software by gathering and validating client data, coordinating information requests through the advisor, modeling planning scenarios, and summarizing findings for review.
• Review client wills, trusts, powers of attorney, marital and partnership agreements, and other legal documents to prepare clear summaries and flowcharts, while developing skill in identifying planning opportunities, potential gaps, and recommendations.
• Assist with research and modeling of financial, charitable, estate, and tax planning strategies related to proposed or completed transactions, under the direction of senior planners.
• Prepare financial planning analyses and deliverables addressing topics such as Social Security, Medicare, education funding, insurance, pensions, and executive compensation.
• Prepare performance reports and client communications highlighting key performance metrics and financial planning considerations.
• Develop accurate, client-ready planning deliverables and meeting materials.
• Prepare information and materials for client meetings and, when requested, support the advisor or senior planner in communicating planning information; this role does not own the client relationship.
• Organize client information, identify missing inputs, and document assumptions for review.
• Track assigned follow-up items and maintain accurate planning records.
• Escalate questions or issues that require more experienced technical judgment.
• Partner with advisors through the Financial Planning team, providing centralized, scalable planning support across relationships where financial planning services are actively being delivered rather than operating as a dedicated resource for an individual advisor or client relationship.

Conoscenze

Analytical ability

Attention to detail

Organization

Written communication

Verbal communication

Discretion

Sound judgment

Formazione

Bachelor's degree

CFP certification in progress

Strumenti

Firm-approved financial planning software

CRM (client relationship management)

Document management systems

Microsoft 365 tools

Descrizione del lavoro

Clearstead Advisors LLC in the United States seeks a Planning Associate to support our integrated planning model by preparing accurate analyses and client-ready deliverables under established standards.

This entry point into the Financial Planning career path helps develop technical proficiency, organize inputs, document assumptions, and escalate as needed while contributing to a consistent, high-quality client experience across the firm.