Financial Planning Associate
Apella Wealth is an employee-owned wealth advisory firm headquartered in West Hartford, CT, serving a diverse clientele. The Financial Planning Associate will assist seasoned wealth advisors in delivering comprehensive financial planning services, including retirement and tax planning, while ensuring exceptional client service and support.
Responsibilities
- All aspects of pre-client meeting activities to include preparation of meeting agendas, investment policy statements and asset allocations
- Post-client meeting tasks such as developing meeting notes, performing financial situation analyses and coordinating planning implementation with outside professionals if necessary
- Preparing financial analyses for clients, including retirement, estate-planning, education-funding, stock options, and risk management needs
- Collect necessary data, using our comprehensive data gathering technology, for financial plan construction for clients and prospects
- Input, reconcile, and analyze client data relevant to the planning exercise
- Compare and contrast varying portfolio models and articulate differences to clients with skill
- Present financial plans to advisors and clients using our cashflow based planning software
- Assist clients in maintaining their online client portals
- Participate in financial planning projects as needed by the centralized financial planning team
Skills
- A four-year degree in business, finance, economics or similarly relevant field
- Current Series 65 license or willingness to obtain license within 6 months of hire (required)
- Experience in financial services industry highly desired
- Exceptional critical thinking abilities and attention to detail
- Excellent written and oral communication skills; strong listening skills; professional demeanor
- Strong organizational, prioritization and project management skills
- Ability to multi-task and manage time effectively in a fast-paced environment
- Ability to work independently and as part of a team
- Proficiency in Microsoft Office (Word, Excel, PowerPoint, and Outlook); ERP and CRM software
- Eager to learn and able to adapt quickly to multiple technology platforms and rapid change
Benefits
- Discretionary bonus
- Career path to become an Apella Advisor
- Day 1 Medical, Dental, and Vison health insurance coverage for you and your specific needs
- Health Savings Account (HSA) and Flexible Spending Account (FSA) options w/company contribution
- 401(k) retirement plan with company match to help you achieve your financial goals
- Generous paid time off (PTO) policy to ensure you have time to rest and recharge when needed
- Employer-paid life insurance, AD&D, short-term disability, and long-term disability coverage options
- Maternity/paternity leave programs and adoption assistance support to help you start a family
- Continuing education and certification fee reimbursement for professional development
- Discount perks on travel, childcare, fitness, electronics, meal delivery, pet insurance, and more
- The chance to help shape the future of a growing regional team and firm
Company Overview