Sr. Associate Financial Planner

Assist Financial Planner in preparing for and conducting client meetings. Regularly monitor clients' financial situations with attention to detail and accuracy. Involve in all aspects of pre-client meeting activities, including data gathering, preparation of meeting agendas, client paperwork, Investment Policy Statements, and asset allocation. Perform post-client meeting tasks, including financial situation analysis and coordinating planning implementation with outside professionals if necessary. Assist in trading and rebalancing of client investment accounts, including one-off trades, raising cash, bi-weekly rebalances, and tax loss harvesting. Deliver financial planning advice for high-net-worth clientele. Develop and manage ongoing client relationships independently. Maintain and manage portfolios in conjunction with the Lead Financial Planner. Support role on the Investment Committee with portfolio maintenance, including adding accounts to models, trading, rebalancing, and tax loss harvesting using proprietary software. Conduct ongoing fund research under the guidance of the Chief Investment Officer for updates to models and fund swaps. Coordinate portfolio reviews under the guidance of the Investment Committee. Build agendas and help facilitate dialogue.