Financial Planning Associate

About Us:

Our client, a leading wealth management firm in the Allentown, PA area prides themselves on delivering personalized, innovative financial strategies tailored to their clients’ unique needs. Their collaborative and forward-thinking culture makes them an exciting place to grow your career and make a real impact.

Position Overview:

This is an excellent opportunity for a finance professional eager to build expertise in wealth management while contributing to the financial well-being of our valued clients.

If you are already in contact with one of our Recruiting Managers, please reach out to them directly to discuss this opportunity. If not, for immediate consideration, please apply or call Warren Knight at 484-214-2624

Key Responsibilities:

• Client Financial Analysis: Assist in gathering and analyzing financial data to help develop personalized wealth management strategies for our clients.
• Plan Development: Collaborate with senior planners to create detailed financial plans, including investment, retirement, and estate planning strategies.
• Market Research: Monitor market trends and economic indicators to support the development of innovative financial solutions.
• Administrative Support: Manage client documentation and ensure compliance with regulatory standards and internal policies.
• Client Engagement: Support client meetings, prepare presentations, and respond to client inquiries with professionalism and care.
• Continuous Improvement: Identify opportunities for process enhancements and contribute ideas to improve our financial planning services.

• Career Growth: Access continuous training, mentorship, and professional development opportunities to advance your career in wealth management.
• Innovative Environment: Be part of a team that embraces innovation, values your ideas, and encourages creative solutions.
• Client Impact: Play a key role in shaping financial strategies that help our clients achieve their dreams and secure their futures.
• Competitive Benefits: Enjoy a comprehensive benefits package, including health insurance, retirement plans, and performance-based incentives.
• Collaborative Culture: Thrive in a supportive, team-oriented environment where your contributions are recognized and valued.

Qualifications:

• Bachelor’s degree in Finance, Economics, Business, or a related field.
• 1-3 years of experience in financial planning, investment analysis, or a related financial services role.
• Strong analytical skills with a keen attention to detail.
• Series 65 and PA Life and Health Insurance Licenses a plus
• Excellent communication and interpersonal skills, with a passion for helping clients achieve their financial goals.
• Proficiency in financial software and Microsoft Office Suite.
• A proactive mindset, with the ability to manage multiple projects in a fast-paced environment.
• A commitment to continuous learning and professional development; certifications (such as CFP) are a plus.