Financial Planning Associate — Shape Client Strategy

Brand Asset Management Group; Castle Rock (CO); On-site; USD 60,000 - 80,000; Full time

Job summary

A financial services firm in Castle Rock, Colorado, is seeking a Financial Planning Associate. The ideal candidate will have 3+ years of financial planning experience and possess exceptional detail orientation and organizational skills. Responsibilities include managing client data, preparing financial summaries, and participating in team strategy sessions. This role requires effective communication and strong computer skills, ensuring high-quality service to clients and advisors.

Responsibilities

• Input client data and simulate financial independence modeling.
• Formulate and maintain Investment Policy and Net Worth Statements for clients.
• Prepare insurance summaries for client reviews.
• Participate in team and strategic meetings.
• Manage relationships with performance reporting service providers.

Skills

Attention to detail and organization

Effective communication

Clear phone manner

Ability to prioritize deadlines

Excellent computer skills

Education

3 years of financial planning/investment experience

Series 65 securities registration (preferred)

Job description

A financial services firm in Castle Rock, Colorado, is seeking a Financial Planning Associate. The ideal candidate will have 3+ years of financial planning experience and possess exceptional detail orientation and organizational skills. Responsibilities include managing client data, preparing financial summaries, and participating in team strategy sessions. This role requires effective communication and strong computer skills, ensuring high-quality service to clients and advisors.