Bartlett Wealth Management

Financial Planning Associate

Bartlett Wealth Management

full-time

Posted on:

Location Type: Hybrid

Location: Cincinnati • Ohio • United States

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About the role

  • This position supports and works closely with Financial Planners and Wealth Advisors, performing a variety of tasks with a focus on financial planning.
  • With Financial Planner oversight, gather and organize data, prepare financial plans, run scenarios, income projections, and portfolio projections; prepare presentations and discuss results with Planner/Advisor.
  • Attend planning prep presentation meetings with Planners/Advisors.
  • Coordinate annual review of plans with Planners/Advisors.
  • Assist in developing and presenting new Financial Planning topics and materials to all Advisors.
  • Research new ideas and tools to define and enhance our financial planning practice.
  • Assist Planners/Advisors with managing client relationships.
  • Interface with clients under direction of Planners/Advisors via telephone and email, providing them with assistance regarding their accounts.
  • Accompany Planners/Advisors to client meetings to review financial plans and accounts in a supporting and learning role.
  • Accompany Planners/Advisors to prospect meetings in a supporting and learning role.
  • Assist Advisors in constructing portfolios according to client investment policy statement and firm policies.
  • Manage centralized trading and monitoring process for identified accounts.
  • Assist Advisors in monitoring asset allocation and cash balances relative to target asset allocation.
  • Assist with various special projects and requests as necessary.

Requirements

  • **Qualifications**
  • - Bachelor’s Degree in Finance or related field.
  • - 1-3 Years of relevant experience in the financial services/investment advisory industry.
  • - Certified Financial Planner® designation or in the process of obtaining within the next one – two years.
  • - Computer literate with proficiency in Microsoft Office and experience with CRM, portfolio management and documentation management software.
  • - Working knowledge of eMoney planning software.
  • - Working knowledge of Bloomberg.
  • - Working knowledge of Holistiplan, SS Analyzer, and Luminary preferred.
  • **Knowledge, Skills & Abilities**
  • - Ability to work independently and take initiative.
  • - Ability to work successfully in an entrepreneurial, small company environment.
  • - Excellent oral and written communication skills.
  • - Proficiency and familiarity with mathematical and statistical concepts.
  • - Collaborative and the ability to work effectively as part of a team.
  • - Organized with a strong attention to detail and ability to manage multiple priorities, projects, and deadlines.
  • - Critical thinking skills.
  • - Committed to providing superior client service.
  • -
Benefits
  • **What’s in it for you:**
  • - A Top Workplace winning culture built on teamwork, integrity, and diligence.
  • - Engaging work environment.
  • - Opportunity for professional growth and development.
  • - Competitive salary and eligibility for annual firm profitability/individual performance incentive.
  • - Comprehensive benefits package includes medical, dental, vision, life, and long-term disability insurance, flexible spending accounts and the items listed below.
  • - 401(k) plan with match and profit-sharing contribution.
  • - Generous paid time off.
  • - Paid parental and medical leave.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial planningdata organizationincome projectionsportfolio projectionsasset allocationmathematical conceptsstatistical concepts
Soft Skills
initiativecommunication skillscollaborationorganizational skillsattention to detailcritical thinkingclient service
Certifications
Bachelor’s Degree in FinanceCertified Financial Planner®