Financial Planning Associate
KEATING
full-time
Posted on:
Location Type: Remote
Location: Remote • California, New York, Washington • 🇺🇸 United States
Visit company websiteSalary
💰 $48,000 - $65,000 per year
Job Level
JuniorMid-Level
About the role
- Prepare financial plans and client meeting materials
- Engage directly with clients during data gathering and plan presentations
- Ensure casework is completed efficiently after meetings
- Participate in casework completion for clients, meeting deadlines, and keeping the team informed of progress
- Send client meeting recap emails
- Attend financial planning-related client meetings alongside advisors
- Gather client financial data and input it into planning software
- Run financial plan stress tests and create corresponding documents
- Create meeting prep documents such as client review agendas, financial plan summaries, and structured note spreadsheets
Requirements
- B.S. Financial Planning or related field
- Minimum of 3 years of financial planning experience required
- Knowledge of financial planning and tax planning software is expected
- Proficient in Office 365 apps
Benefits
- 9 paid holidays, including your birthday and a floating holiday!
- 401(k) with company match
- Employer-Paid Disability, Life Insurance, and Employee Assistance Program
- Health, Vision, and Dental Plans
- Dependent Care and Flexible Spending Accounts
- Paid Time Off
- Fun Company Events such as Lunch & Learns, Virtual Staff Hangouts, Annual All Company Weekend, and more!
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial planningtax planningdata gatheringcasework completionfinancial plan stress testsmeeting preparationclient review agendasfinancial plan summariesstructured note spreadsheets
Soft skills
client engagementcommunicationteam collaborationorganizational skillstime management
Certifications
B.S. Financial Planning