Associate Financial Planner

Associate Financial Planner Foster & Motley, Inc. Cincinnati, OH Job Details Full-time 1 day ago Benefits Profit sharing Paid parental leave Health savings account Disability insurance Health insurance Dental insurance 401(k) Flexible spending account Tuition reimbursement Paid time off Parental leave Employee assistance program Vision insurance 401(k) matching Professional development assistance Opportunities for advancement Life insurance Referral program Retirement plan Qualifications Financial planning software Wealth management Teamwork Cash flow analysis Microsoft Excel Research Mid-level Financial analysis Salesforce Cloud Bachelor's degree Data management Attention to detail Financial services CRM system proficiency Productivity software Estate planning Communication skills Technical Proficiency Tax experience Account opening Under 1 year Financial retirement planning Excel data analysis

Full Job Description About Us:

Foster & Motley is a growing, independent, employee-owned, fee-only Registered Investment Advisory (RIA) firm that provides clients with investment management and comprehensive financial planning. We currently manage over $3 Billion in client assets and have over 50 dedicated employees. The firm's culture promotes collaboration, professional growth, and a commitment to providing exceptional client service.

Position Summary:

Support Financial Planners in the development and maintenance of comprehensive financial plans, conducting research, and managing client data.

Essential Functions:

Plan Development:

Prepare and update comprehensive financial plans, including retirement projections, tax planning, cash flow analysis, and estate planning strategies

Client Support:

Participate in client meetings, take detailed notes, and manage post-meeting follow-up items

Analysis:

Gather, input, and analyze client financial data using software such as eMoney, Salesforce, and Excel

Implementation:

Assist with investment implementation, including account opening, asset allocation changes, and money movement, while ensuring compliance with regulations

Research & Documentation:

Research specific planning issues, prepare investment proposals, and maintain accurate client records

• Assist Financial Planners with client communications, implementing a financial plan, researching specific planning issues, and developing specialized analyses for a client's comprehensive plan

Qualifications:

• Progress towards CFP® and/or CPA designation preferred
• Bachelor's Degree required
• 0-5 years of professional experience in a wealth management or financial services field and a strong background in tax is preferred but not required
• Detail-oriented with a demand for a high degree of accuracy and ability to follow direction
• Highly proficient in Microsoft Office products. Proficiency in eMoney preferred but not required
• Excellent written and verbal communication skills
• Develop and maintain a "client-first" service mentality
• Demonstrate a willingness to work as a team with all levels of the firm and with clients
• Find solutions and develop new skills
• Team player, able to work well
• Interest in professional and personal growth by involvement with professional and/or community organizations

What This Role Offers:

• Challenging work environment where you can make a difference in the lives of our clients
• This position has room for advancement within Foster & Motley
• Competitive salary commensurate with experience
• Annual profitability/performance bonus
• Safe Harbor 401(k) plan with discretionary profit sharing
• Medical, Short-Term/Long-Term Disability and Group Life insurance
• Paid vacation and paid parental leave
• Opportunities for professional growth and continuing education, including business development training
• 16 hours per week of remote work flexibility, starting after 90-days of employment

Job Type:

Full-time Benefits:

401(k) 401(k) matching Dental insurance Disability insurance Employee assistance program Flexible spending account Health insurance Health savings account Life insurance Paid time off Parental leave Professional development assistance Referral program Retirement plan Tuition reimbursement Vision insurance

Physical Setting:

Office Work Location:

Hybrid remote in Cincinnati, OH 45236