Thank you for your interest, but this position has been filled.

Overview

General Summary: The Associate Financial Planner plays a critical role in supporting the Planning Team by delivering high-quality financial analysis, plan construction, and client-ready deliverables.

As a Christian Financial planning firm, we believe financial planning is an act of stewardship—helping clients wisely manage God’s resources in ways that reflect their faith, values, and calling. Our work is not simply about managing wealth, but about serving families with integrity, wisdom, and care so they can live generously and purposefully.

This role is ideal for a planner at heart – a detail-oriented, analytically minded professional who is passionate about comprehensive financial planning, enjoys working with planning systems and technology, and desires to grow within a planning-centric, Christ-centered advisory firm.

The Associate Financial Planner focuses primarily on planning analysis and preparation to ensure plans are accurate, thorough, and actionable, while participating in client-facing work as appropriate. Success in this role requires technical competence, intellectual curiosity, a systems-oriented mindset, and a strong commitment to client service excellence.

Principal Duties and Responsibilities

Essential Functions

Financial Planning & Analysis

  • Prepare comprehensive financial plans and analyses, including:
    • Cash flow and budgeting analysis
    • Retirement planning and projections
    • Investment analysis and asset allocation modeling
    • Tax planning and tax-aware strategies
    • Insurance and risk management analysis
    • Estate planning summaries and coordination
  • Utilize RightCapital and other planning tools to build accurate, client-ready plans
  • Update plans as client circumstances, market conditions, or planning strategies evolve
  • Ensure accuracy, consistency, and integrity of all client data, assumptions, and projections

Advisor & Client Experience Support

  • Support lead advisors in preparation for client meetings, including plan summaries, projections, and agendas
  • Participate in client meetings (as appropriate) to present plan components and answer technical questions
  • Assist with follow-up action items and planning-related client deliverables
  • Collaborate closely with Advisor Support Associates to support implementation of planning recommendations
  • Serve as a primary point of contact and lead planning conversations for a limited number of assigned clients, as appropriate to experience and client complexity

Planning Technology, Systems & Process Improvement

  • Input, maintain, and validate client data across financial planning and CRM systems
  • Maintain high standards for data integrity, documentation, and system consistency
  • Identify opportunities to improve planning workflows, templates, and internal processes
  • Assist with testing, documenting, and refining planning and client service workflows
  • Leverage technology to improve planning efficiency, scalability, and client experience

Research & Technical Support

  • Conduct research on financial planning strategies, products, and regulatory considerations
  • Support evaluation of insurance, tax, charitable, and estate planning strategies
  • Coordinate with custodians, investment platforms, and internal team members to ensure execution accuracy
  • Maintain documentation in accordance with firm policies and regulatory standards

Mission & Stewardship Alignment

  • Support the firm’s mission by helping deliver biblically grounded financial guidance
  • Assist in providing clients with financial stewardship education and resources
  • Contribute to a client experience marked by Christian compassion, integrity, and thoughtful care

Job Specifications

Experience & Education Requirements

  • Bachelor’s degree in Finance, Financial Planning, Economics, Accounting, Business, or a related field (or equivalent experience)
  • 1–5 years of experience in financial planning, paraplanning, or advisory support (role level may flex based on experience)
  • Experience working within an RIA or comprehensive planning firm preferred
  • Exposure to comprehensive, goals-based financial planning strongly preferred

Required Licenses & Designations

  • CFP® certification preferredor active progress toward CFP® marks strongly encouraged
  • Series 65 (or ability to obtain within a defined timeframe if applicable)

Additional designations (e.g., EA, CPA, CFA Level I, CKA) are a plus but not required