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Financial Planning Associate

Job

EBMS

Visalia, CA (In Person)

$48,880 Salary, Full-Time

Posted 2 weeks ago (Updated 2 weeks ago) • Actively hiring

Expires 6/28/2026

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Job Description

Financial Planning Associate
EBMS - 3.2
Visalia, CA Job Details Full-time $22 - $25 an hour 1 day ago Benefits 401(k) Paid time off Qualifications Financial planning Financial planning software Managing clients in a customer support role Bachelor's degree Attention to detail Task assignment Delegation Full Job Description The Financial Planning Associate works closely with the Lead Financial Advisor, is involved in all aspects of the business and takes a critical role in the growth of the practice. This position supports the Advisor in preparing for Client meetings, developing customized personal Financial Plans for new and existing Clients and delegates follow up items to the Team. The ideal candidate is highly motivated, detail oriented and able to communicate effectively and efficiently with Clients. This role will manage relationships under the direction of the Advisor. Role and Responsibilities
  • Client Onboarding
  • Gathers and inputs data into Financial Planning software
  • Performs analysis of information received
  • Works with Scheduling Team to book Financial Planning meetings
  • Tracks and monitors Financial Planning fees
  • Provides positive and professional service to assigned Client base
  • Builds and maintains a relationship with assigned Client base
  • Delegates follow up tasks to the Team
  • Provides Clients with access and support to online web portal
  • Maintains updated Client information and notes in CRM, to ensure integrity of database
  • Maintains and improves existing Financial Planning processes
Job Type:
Full-time Pay:
$22.00 - $25.00 per hour
Benefits:
401(k) Paid time off
Education:
Bachelor's (Required)
Experience:
Financial planning: 3 years (Required)
Work Location:
In person