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Financial Planning Associate (Start Date June 2024)

Summary

Title: Financial Planning Associate
Location: Downers Grove, IL

Description

An entry level support role assisting financial advisors, associate advisors and their teams in helping clients achieve their personal financial goals and objectives.

Qualifications Required:

  • Bachelor’s Degree in Personal Financial Planning, Finance, Accounting, or Business
  • Basic knowledge of financial planning terms and concepts
  • Proficient in basic computer skills and Microsoft Office
  • Prior work experience in a financial services environment preferred

Essential Functions:

  • Actively participates in all training provided and completes assigned work
  • Prepares personal financial statements, schedules, and reports by collecting, analyzing, and summarizing information as needed for clients
  • Prepares / updates retirement planning and or cash flow schedules
  • Updates and monitors asset allocation schedules
  • Ability to research different planning, investment, and tax issues
  • Prepares and completes personal income tax returns by tax filing deadlines
  • Utilizes BNA software to prepare personal income tax projections throughout the year.  Updates and communicates results of tax projections quarterly to verify individual estimated tax requirements
  • Prints and assembles client meeting material
  • Maintains, assigns, and updates task list with detailed information and follow up
  • Communicates effectively with team members, Practice Manager(s) and Advisor(s) on on-going basis
  • Attends, participates, and adds value in staff and PA meetings by sharing ideas with the group and collaborating with others to bring the staff together
  • Contributes to team effort by accomplishing results as needed, including special projects
  • Complies with strict company and SEC rules / guidelines including daily completion and timely submission of timesheets and time clock, if required
  • Prepares routine correspondence

Financial Planning Associate – Non-Exempt (Continued)

  • Organizes and maintains a variety of files, records, and databases
  • Fields phone calls from clients and external business partners
  • Responds timely to client and internal requests for information
  • Additional duties, responsibilities, requirements, and activities as requested

Nonessential Functions:

  • Make copies of client materials as needed
  • Image client meeting materials
  • Supply beverages in client meetings as needed
  • Provide backup for receptionist, as needed

Competencies:

  • Excellent interpersonal and communication skills
  • Ethical conduct
  • Professional demeanor
  • Computer proficiency
  • Able to be proactive
  • Ability to follow direction
  • Time management and ability to organize/manage multiple deadline-oriented projects
  • Ability to exercise good judgement
  • Strong team player; as well as possess the ability to work independently
  • Problem solving / analysis
  • Able to apply knowledge from past tasks to current situations
  • Attention to detail; accuracy with figures; data input
  • Knowledge of financial planning terms. investments, and familiarity with brokerage statements
  • Interest in all aspects of personal financial planning, tax and estate planning
  • Flexibility / Dependability

JMG is an equal opportunity employer. www.jmgfinancial.com

To Apply

Your resume and cover letter referring to this posting are required to be considered. You can submit your contact information along with resume and cover letter in PDF format in the form below:

Click or drag a file to this area to upload.
Click or drag a file to this area to upload.
*Please note that due to security reasons, we will only accept files in PDF format, no larger than 50MB in size.