Planning Associate

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

Job summary

Atrium Staffing LLC is seeking a Planning Associate to support a growing financial planning team in Florida. The role emphasizes paraplanning, administrative support, and accurate, timely client deliverables.

Ideal candidates have 5–8 years of financial planning experience, a Series 7 license, and strong attention to detail with proficiency in eMoney or Wealthscape.

Qualifications

• 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.

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

Series 7 license

Attention to detail

Time management

Communication

Independent work

Tools

eMoney

Wealthscape

Job description

Client Overview:

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.