Associate Financial Planner
Our focus is working with professional women and their families. We currently serve about 250 households.
The firm works with clients both at the Corning Office and Virtually across the USA.
The culture of Rooted Planning Group is designed to foster the success and career growth of all team members.
Core Values:
• We are a firm that wants our employees to know how much we care for them, and how important they are in helping each of our clients live their best lives by having their money support their dreams.
• We want to work with people that we would be friends with even if we weren’t working together. We want to share our knowledge, collaborate with each other, laugh, and sometimes even be the shoulder to cry on.
• We want you to be excited about working at Rooted Planning Group, to feel empowered and to constantly be growing through curiosity and exploration of solutions.
Summary (Overview):
The Financial Planning Associate is responsible for assisting the Senior Financial Planners with daily tasks and projects related to client relationships.
The ideal candidate is someone who can take charge of their responsibilities, is organized, takes ownership of their role, is proficient with technology, is client service minded, passionate about delivering great service, and asks questions when needed.
Essential Functions:
• Attend client meetings
• Create financial plans
• Prepare for client meetings
• Handle client follow up items
• Answer client questions via email and phone
• Participate as a member of the team
• Assist with tax return preparation
• Demonstrate professional, ethical and courteous conduct in responsibilities and dealings with clients, prospects, COIs, colleagues and other businesses with which we interact.
• Miscellaneous tasks as needed (this may include help with marketing, HR, compliance, etc). We are a small firm so everyone wears lots of hats.
Skills/Qualifications:
• Attention to detail, time management and exceptional organizational skills are essential.
• Strong written and verbal communication skills.
• Flexible in the day-to-day workflow.
• Experience with eMoney, Salesforce, Advyzon, Google workspace, Zoom and Charles Schwab are all a plus.
Education:
• Bachelor’s (Required)
• CFP® eligible candidate
Experience:
• 5 years (preferred)
Work Location:
• In Person: Corning, NY
Compensation & Perks:
• Salary range $58,000-$80,000 based on experience
• CFP® exam study and test support
• Five weeks vacation plus paid holidays
• SIMPLE IRA with a company match
• Health insurance
• Employer paid Dental and Vision insurance
• Group Life and Disability Insurance
• HSA
• Paid Parental Leave
Investment Management
Finance and Sales
Full-time