Wealth Planning Associate - Data-Driven

allworthfinancial; Cincinnati (OH); On-site; USD 65,000 - 90,000; Full time

Job summary

Allworth Financial is seeking a Wealth Planner to join the Wealth Planning Team in Cincinnati. This role focuses on organizing client data, entering information into planning software, analyzing data, and preparing initial proposals and comprehensive financial plans, behind the scenes to support Advisors.

The ideal candidate has 2-3 years in financial services, a Bachelor's degree in finance or related field, familiarity with eMoney or MoneyGuidePro, and comfort with Salesforce; travel up to 5%

Qualifications

• Bachelor's degree in finance, financial planning, economics, or related field.
• 2-3 years of experience in financial services, with exposure to planning support, data entry, and documentation processes.
• Familiarity with financial planning software (eMoney, MoneyGuidePro) is highly preferred.
• Interest in professional designations (CFP®, CFA, CPA) is a plus.
• Proficiency in Microsoft Office; Salesforce or similar CRM is advantageous.

Responsibilities

• Partner with Advisors and Sales Team to understand client objectives and gather necessary financial information.
• Coordinate with Integrated Services to collect input for each client's financial plan and keep records in Salesforce.
• Enter and update client data in financial planning software, prepare initial proposals and plan summaries.
• Develop comprehensive, personalized financial planning recommendations aligned with clients' goals and risk tolerance.
• Organize and prepare meeting materials for Advisor-led client presentations.

Skills

Attention to detail

Data entry

Team collaboration

Communication

multitasking

Education

Bachelor's degree in finance or related field

Tools

eMoney

MoneyGuidePro

Salesforce

Job description

Allworth Financial is seeking a Wealth Planner to join the Wealth Planning Team in Cincinnati. This role focuses on organizing client data, entering information into planning software, analyzing data, and preparing initial proposals and comprehensive financial plans, behind the scenes to support Advisors.

The ideal candidate has 2-3 years in financial services, a Bachelor's degree in finance or related field, familiarity with eMoney or MoneyGuidePro, and comfort with Salesforce; travel up to 5%