Empowered Retirement, Inc, (a Fee-Only, comprehensive wealth management firm targeting women [and the partners that love them] who seek clarity & confidence that their money will fund their lifestyle, now and in the decades to come) seeks an Associate Financial Planner to prepare financial plans, enhance our marketing & work closely with new and existing clients, independently and as part of a small team.
This position is open as soon as possible, salary to be determined based on experience and education. We have an upbeat and team-based working environment and we are looking for the right cultural fit for our team!
The Associate Financial Planner will assist in collaborate with colleagues and clients to deepen relationships through the delivery of holistic and unbiased financial planning.
Assist team with various administrative & organizational tasks
Onboard new clients
Build relationships with existing client base
Create comprehensive financial plans using Money Guide Pro for high-net-worth individuals and families by understanding the client’s needs, goals, and risk tolerances. This includes data gathering, scenario construction, cash flow projections, and related Monte Carlo analysis. Meeting regularly with existing and prospective clients to develop and review investment and financial plans to include tax planning, estate and trust planning, insurance review, philanthropic and charitable gifting, Medicare and Social Security analysis, and all other high impact financial and tax issues.
Must be highly motivated and personable with strong verbal and written communication skills, excellent judgment and analytical abilities, keen attention to detail and solid organizational skills.
Ability to create and maintain client relationships; possessing proven ability to think in terms of client experience and perspective
Ability to thrive in a fast-paced entrepreneurial environment· Ability to articulate sound concepts (retirement, taxes, insurance, etc.) and gain trust with internal team members and clients.