Planning Associate - 408735

Atrium; Town of Florida (NY); On-site; USD 60,000 - 75,000; Full time

Job summary

Atrium, a boutique ensemble wealth advisory firm, is seeking a Planning Associate to support a growing financial planning team and help build infrastructure for an efficient, scalable client experience. This role suits someone with several years of relevant experience, strong attention to detail, and experience with financial planning software such as eMoney or Wealthscape, plus a Series 7 license.

The candidate will work closely with a small team to deliver proactive planning and client

Qualifications

• 5-8 years of relevant financial planning or paraplanning experience.
• Active Series 7 license required.
• Extreme attention to detail and strong organizational skills.

Responsibilities

• Complete financial planning and paraplanning tasks.
• Provide administrative and operational support to the planning team.
• Assist with tax-season workload and client deliverables.
• Maintain high accuracy and attention to detail across all work.
• Collaborate with operations and partner-level team members.

Skills

Attention to detail

Strong organizational skills

Communication and collaboration

Ability to work independently

Multi-priority management

Education

FINRA Series 7 license

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.