Financial Planning Associate (Remote)

High producing, massively growing firm is looking for a dynamic professional to join our team as a Financial Planning Associate. A true team player, ideal candidates are energized by building plans and learning the products, processes, and technology that create the distinctive LUX member experience.  

How Others Describe You

A person of integrity who finishes what you start; a process-oriented, self-energized multi-tasker who works well in a fast-paced environment and prioritizes tasks for exceptional delivery; an outstanding communicator that takes pride in driving for results.

Position Description

Ensure high-caliber, day-to-day execution of planning team tasks, including but not limited to:

·       Participating in client meetings alongside advisors to provide support during financial discussions and assist in notetaking to ensure detailed and accurate records of meetings

·       Guiding clients through detailed discussions of their budget and conducting ad hoc client meetings as required to address immediate needs and concerns

·       Ensuring all pertinent information is gathered, analyzed, and input to form the basis of comprehensive financial plans for members with a range of complexity in their finances

·       Making recommendations aligned with member resources and aspirations 

·       Providing materials and supporting aids that allow advisors to focus their attention on effective delivery

·       Assist in preparing documents for all client meetings, including detailed summaries of next steps.

·       Support the creation of insurance illustrations and investment proposals

·       Conduct investment audits on clients’ existing investment accounts to ensure alignment with their financial goals

·       Serving as a resource to members with plan-related and technical questions

·       Monitoring industry trends and research

·       Executing as needed on cross-trained tasks to support other departments

Traits

·       Energetic and comfortable learning on the fly

·       Ready to adopt great processes, with a willingness to embrace continuous improvement

·       Prioritizes workload, completing tasks efficiently without sacrificing accuracy or timeliness

·       Strong confidentiality and work ethic with extraordinary professionalism and customer service

Requirements

·       CFP® designation and three to five years of experience building comprehensive financial plans

·       Demonstrated commitment to education and growth

·       FINRA Series 6 or 7

·       DC Life and Health (or pass within 3 months)

·       Fluent with CRM Systems, Microsoft Excel, and great at writing

Compensation

Base salary and bonus opportunities; 401(k) with matching; health, vision, and dental insurance; life, short-term, and long-term disability insurance; and paid time off.