Planning Associate

Atrium; Florida; On-site; USD 60,000 - 75,000; Full time

Benefits offered by this job

Client-provided benefits available, on

Job summary

Atrium Staffing LLC is assisting a boutique wealth advisory firm in recruiting a Planning Associate in Florida. The role supports a growing Financial Planning team with a focus on accuracy and scalable client experience.

The position requires 5–8 years of financial planning/paraplanning experience, a Series 7 license, and proficiency with eMoney or Wealthscape. Bachelor's degree is required. Client-provided benefits available upon eligibility.

Qualifications

• 5–8 years of relevant financial planning experience.
• Active Series 7 license.
• Extreme attention to detail and strong organizational skills.
• Ability to manage multiple priorities and meet deadlines.
• Experience with eMoney or Wealthscape is required.
• Strong communication and collaboration skills.
• Ability to work independently while contributing to a small team.

Responsibilities

• Complete various financial planning and paraplanning tasks.
• Provide administrative and operational support to the Financial Planning team.
• Assist the team with workload associated with tax season.
• Maintain a high level of accuracy and attention to detail across all assigned work.
• Collaborate closely with the firm's operations and partner-level team members.
• Help ensure financial planning tasks and client-related deliverables are completed accurately and on schedule.

Skills

Attention to detail

Time management

Communication

Independent worker

Education

Bachelor's degree

Tools

Wealthscape

eMoney

Job description

Client Overview:

Our client, a boutique ensemble wealth advisory firm committed to delivering proactive guidance, white-glove client care, and a collaborative team approach, is seeking a Planning Associate to support growth and help build infrastructure for an efficient, scalable client experience.

Salary/Hourly Rate:

$60k - $75k

Position Overview:

The Planning Associate will provide support to a growing Financial Planning team. This opportunity is ideal for someone with several years of relevant experience, strong attention to detail, and financial planning software experience.

Responsibilities of the Planning Associate:

• Complete various financial planning and paraplanning tasks.
• Provide administrative and operational support to the Financial Planning team.
• Assist the team with workload associated with tax season.
• Maintain a high level of accuracy and attention to detail across all assigned work.
• Collaborate closely with the firm's operations and partner-level team members.
• Help ensure financial planning tasks and client-related deliverables are completed accurately and on schedule.

Required Experience/Skills for the Planning Associate:

• 5 - 8 years of relevant financial planning, paraplanning, or related experience.
• Active Series 7 license.
• Extreme attention to detail and strong organizational skills.
• Ability to manage multiple priorities and meet deadlines.
• Experience with eMoney or Wealthscape is required.
• Strong communication and collaboration skills.
• Ability to work independently while contributing effectively to a small team.

Preferred Experience/Skills for the Planning Associate:

• Experience with financial planning or wealth management software.
• Experience working in a financial advisory or wealth management firm.
• Experience supporting financial planning processes during tax season.

Education Requirements:

• Bachelor's degree is required.

Benefits:

• Client-provided benefits available, upon eligibility.