Associate Financial Planner
Summary/Objective
Reporting to Financial Planners and Partners, the Associate Financial Planner is responsible for directly supporting the Planning Team with all aspects of the client relationship and implementation of the client’s financial plan, which include management of both internal and external workflows.
Essential Functions
In conjunction with the Data Input Specialist, prepare and update all consult files for each client’s annual meeting
Assist the Financial Planner with planning opportunities for the client
Assist the Financial Planner and client on implementation items from consult or as needed throughout the year
Promptly respond to client questions through email and phone calls
Review of annual income tax returns and complete year-end tax projections
Responsibilities & Duties
