Associate Financial Planner
Associate Financial Planner - Position Summary:
Trinity Financial Planning, a successful and growing fee-only small business, is in search of an
Associate Financial Planner to provide technical financial planning and investment management
support services. Under the direction and mentorship of the company owner/Principal and
related senior staff, the position is anticipated to develop into lead advisor responsibilities. Performance as a problem solver through research and fact-finding, follow
through, and ability to be a quick starter with new functions is needed.
Representative job duties include but are not limited to:
- Attend and participate in client meetings, building sound client relationships.
- Prepare client financial plans in Money Guide Pro and other software for review and/or
use by the Principal. This includes analyzing multi-year projections for clients involving
taxable distributions from mutual funds, multiple income sources, and withdrawals from
retirement accounts.
- Analyze and make recommendations on tax planning strategies and insurance policies.
- Develop or apply skills to implement optimal asset allocations and portfolio rebalancing
based on client risk-tolerance, cash needs, and tax efficiency of assets within taxable and
tax-deferred accounts.
- Serve as a liaison to Schwab or other financial/business entities to execute client requests
or financial plan actions.
- Manage client relationships, including: scheduling and all meeting preparation work,
answer non-advisory questions, manage client service requests, and handle client account
paperwork.
Qualifications
Education/Work Experience
- Bachelor’s degree required, ideally in Personal Finance or other relevant field, from an
accredited four-year college or university.
- 2 or more years of relevant work experience in financial services, accounting or similar
field is desired.
- Being a CFP is ideal, alternately coursework toward CFP certification in progress is
desired.
- Series 65 license a plus.
Please direct your cover letter and resume to Alison Scherer - Director of Operations
at: alison@trinfin.com. Applications will be accepted until the needs of the position are met; the
hiring process is multi-step with a targeted start date in early 2021. For more information about
Trinity Financial Planning, please visit www.trinfin.com.