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Planning Associate
Job
Robert Half
Visalia, CA (In Person)
Full-Time
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Job Description
We are seeking a detail-oriented and client-focused Financial Planning Associate to join our client's growing team. This role combines elements of financial planning support, client service, and paraplanning responsibilities. The ideal candidate will be highly organized, professional, and able to manage multiple priorities while supporting advisors and maintaining exceptional client relationships.
Key ResponsibilitiesFinancial Planning SupportManage financial plan renewals and ensure plans are delivered accurately and on time.
Collect, organize, and maintain client financial information and documentation.
Prepare financial summaries, analyses, and planning materials for client meetings.
Document assumptions, calculations, and planning recommendations.
Follow up with clients to validate information and clarify financial objectives.
Assist with research and analysis to support client planning strategies.
Ensure all action items are completed in a timely and thorough manner.
Administrative & Team SupportDocument all client activity and communications within Redtail CRM.Coordinate and prepare materials, reports, and documentation for upcoming client appointments.
Act as a liaison between the advisor and internal partners to ensure seamless communication and execution.
Assist with incoming calls and ensure appropriate routing and follow-up.
Attend and actively participate in team meetings.
Support special projects and process improvement initiatives to enhance planning efficiency and consistency.
Monitor deadlines and prioritize workload to ensure timely completion of deliverables.
Client Service & Relationship ManagementServe as a point of contact for client inquiries and requests.
Build and maintain strong client relationships through responsive communication and exceptional service.
Assist advisors with ongoing wealth planning initiatives and client relationship management.
Participate in client meetings and document meeting discussions and action items.
Screen referrals and prospective clients.
Maintain strict confidentiality and compliance with company policies and procedures.
Key ResponsibilitiesFinancial Planning SupportManage financial plan renewals and ensure plans are delivered accurately and on time.
Collect, organize, and maintain client financial information and documentation.
Prepare financial summaries, analyses, and planning materials for client meetings.
Document assumptions, calculations, and planning recommendations.
Follow up with clients to validate information and clarify financial objectives.
Assist with research and analysis to support client planning strategies.
Ensure all action items are completed in a timely and thorough manner.
Administrative & Team SupportDocument all client activity and communications within Redtail CRM.Coordinate and prepare materials, reports, and documentation for upcoming client appointments.
Act as a liaison between the advisor and internal partners to ensure seamless communication and execution.
Assist with incoming calls and ensure appropriate routing and follow-up.
Attend and actively participate in team meetings.
Support special projects and process improvement initiatives to enhance planning efficiency and consistency.
Monitor deadlines and prioritize workload to ensure timely completion of deliverables.
Client Service & Relationship ManagementServe as a point of contact for client inquiries and requests.
Build and maintain strong client relationships through responsive communication and exceptional service.
Assist advisors with ongoing wealth planning initiatives and client relationship management.
Participate in client meetings and document meeting discussions and action items.
Screen referrals and prospective clients.
Maintain strict confidentiality and compliance with company policies and procedures.