Work Type: Full-Time
Position Overview
The Associate Investment & Financial Planner plays a critical role for our client by supporting both its investment research and implementation efforts while understanding the firm’s comprehensive financial planning DNA.
As a Christan Financial Planning firm, our client believes financial planning and investing are acts of stewardship—helping clients wisely manage God’s resources in ways that reflect their faith, values, and calling. Their investment process is designed to support long-term financial goals while honoring biblical principles, fiduciary responsibility, and thoughtful risk management.
This role is ideal for a planning-minded investment professional — someone who enjoys research, portfolio construction, and implementation, but who also appreciates how investments fit within the broader context of a client’s financial plan. The Associate Investment & Financial Planner works closely with lead advisors, planners, and operations team members to ensure portfolios are implemented accurately, monitored diligently, and aligned with both financial objectives and faith-based values.
Principal Duties & Responsibilities
Investment Implementation & Portfolio Support
- Support portfolio rebalancing, trading, and cash management activities in accordance with firm models and client-specific instructions
- Assist with portfolio implementation for new clients and ongoing portfolio adjustments
- Prepare and maintain portfolio performance and allocation reports using Black Diamond and related systems
- Monitor portfolio data accuracy across systems and escalate discrepancies as appropriate
- Assist with billing, reporting, and account maintenance processes tied to portfolio management
Investment Research & Analysis
- Support investment research efforts, including data gathering, screening, and analysis of funds, managers, and strategies
- Utilize tools such as Morningstar and other research platforms to evaluate investments
- Assist in maintaining and updating model portfolios and investment data
- Support research and implementation of faith-based and biblically responsible investing (BRI) strategies, including values-based screening
- Help prepare internal research summaries and advisor-facing investment materials
Financial Planning Collaboration
- Collaborate with the Planning Team to ensure investment strategies align with comprehensive financial plans
- Assist planners and advisors by providing investment analysis and portfolio insights for client meetings
- Support the integration of planning assumptions (risk tolerance, time horizon, tax considerations, charitable intent) into portfolio implementation
Systems, Process & Quality Improvement
- Maintain high standards of data integrity across investment, planning, and CRM systems
- Assist with documentation of portfolio workflows, procedures, and checklists
- Identify opportunities to improve investment-related workflows, reporting, and system usage
- Support implementation and refinement of portfolio and productivity technology tools
Mission & Stewardship Alignment
- Support the firm’s mission by helping deliver investment solutions aligned with Christian values
- Assist in educating clients and advisors on faith-based investing principles and stewardship considerations
- Contribute to a culture of excellence, integrity, and thoughtful care in how client assets are managed
Experience & Education Requirements
- Bachelor’s degree in Finance, Economics, Accounting, Business, or a related field (or equivalent experience)
- 1–5 years of experience in investments, portfolio management, financial planning, or advisory support
- Experience working within an RIA, wealth management firm, or investment-focused role preferred
- Strong interest in portfolio construction, investment research, and implementation within a planning-centric firm
Licenses & Designations
- CFA® candidate or charter holder strongly preferred
- CFP® professional or candidate is a plus
- Additional designations (e.g., CKA, EA) are a plus but not required
Skills & Competencies
- Strong analytical and quantitative skills with high attention to detail
- Solid understanding of investment principles, portfolio construction, and risk management
- Proficiency with portfolio management and reporting systems (e.g., Black Diamond)
- Experience using investment research platforms (e.g., Morningstar)
- Comfort working across integrated planning, portfolio, and CRM systems
- Strong Excel skills and comfort working with investment data
- Ability to communicate investment concepts clearly and thoughtfully
- Organized, process-minded, and reliable in execution
- High ethical standards and commitment to fiduciary responsibility
Ideal Candidate Profile
- Strong personal faith in Christ and alignment with the mission and values of our client
- Investment-minded with a genuine appreciation for comprehensive financial planning
- Curious, disciplined, and motivated to deepen technical investment expertise
- Detail-driven and comfortable working behind the scenes to support advisors and clients
- Systems-oriented and process-minded, with a desire to improve how tools and workflows are used
- Team-oriented and service-driven, valuing collaboration and shared success
- Interested in long-term growth within a faith-based, planning-centric advisory firm
Why Join Our Client?
Our client is committed to creating a workplace that honors Christ in everything they do. They offer a supportive, team-oriented environment where professional growth is nurtured, and personal faith is encouraged. Their firm believes in the power of building financial strategies that align with our clients’ values and allow them to make a lasting impact on the Kingdom of God.
If you are a motivated, service-minded individual with a heart for ministry and financial stewardship, we encourage you to apply and be part of our client’s mission to serve their clients with excellence and integrity.
First-Year Performance Objectives
By Day 30
- Learn our client’s investment philosophy, models, tools, and workflows
- Become proficient in Black Diamond, Morningstar, and internal portfolio processes
By Day 60
- Independently support portfolio rebalancing, reporting, and implementation tasks
- Contribute meaningfully to investment research and data analysis
- Support advisors with investment-related meeting preparation
By Day 90
- Consistently deliver accurate, timely investment implementation and reporting
- Actively contribute ideas to improve portfolio workflows, research processes, or system usage
- Begin shaping the role to align strengths, investment interests, and long-term growth within the firm