We are seeking an associate planner to join our firm. The ideal candidate must be a CFP or CPA preferably holding a Series 7 and 66 securities license. Such an individual will desire working in a team-oriented independent RIA firm; will have involvement in all aspects of the business, learning and shaping the way we care for our clients. Candidates that fit into our firm and culture will embrace technology, enjoy a collaborative environment, and hold high regard serving clients in a fiduciary capacity.
Responsibilities & Activities:
Involvement in all aspects of pre-client meeting activities such as preparation of meeting agendas, client paperwork, asset allocations as well as post-client meeting tasks such as developing meeting notes, performing financial situation analyses, and coordinating planning implementation with outside professionals if necessary
Interact with clients in-person and over the phone professionally and respectfully
Prepares reports for client review meetings
30-40 hours a week
Salary commensurate with experience and licensing
Mentorship and Learning Opportunities
Straightforward, professional, and enjoyable work environment
Please feel free to contact me if you have any questions at email@example.com or 603-471-0900 x 211.
Desired Skills and Responsibilities:
Must be a CFP or CPA. A strong knowledge of tax and estate planning is helpful.
FINRA Series 7 & 66 licenses is a plus, or will sit for it immediately
Excellent computer or spreadsheet skills
Good problem solving and analytical skills
Strong verbal and written communication skills
Capacity to work in a collaborative environment
About Northeast Planning Associate
NPA provides individuals, families and businesses with financial planning services, investment advice, insurance strategies, brokerage services and everything in between. From the start, we have been defined by our integrity, longevity, and commitment to act in the best interests of our advisors and their clients.NPA believes in building lasting relationships. From our financial advisors who have built thriving practices within our organization to their loyal clients, NPA focuses on building lasting relationships at all levels. Many of our advisors have been with us for 15, 20, 30 years or more, a rarity in the modern financial world, and a testament to our unified vision of quality client service, independence, and partnership.