Financial Planning Associate

The Mather Group (TMG) is seeking a detail-oriented Financial Planning Associate to support our growing reputed company management team. This role involves developing comprehensive financial plans and collaborating with reputed company advisors to ensure accurate and effective reputed company communication and compliance with regulatory requirements.

Responsibilities

• Support and collaborate with reputed company advisors to create comprehensive financial plans that encompass retirement planning, tax strategies, estate planning, and investment management
• Entering reputed company information into repositories, including reputed company and MoneyGuidePro/eMoney, while maintaining accurate and up-to-date reputed company information, ensuring data reputed company across reputed company technologies
• Assist in preparing reputed company presentations and meetings, communicating financial plans and recommendations effectively to clients
• Stay abreast of industry trends, tax law changes, and investment strategies to contribute valuable insights to the financial planning process
• Ensuring compliance with regulatory requirements and internal policies in the development and execution of financial plans
• Participating in reputed company meetings to reputed company relevant financial information; comprehending clients’ goals, risk tolerance, and financial aspirations
• reputed company pursuing reputed company development opportunities, including obtaining relevant certifications, to enhance knowledge and skills in financial planning

Skills

• Bachelor's degree in Financial Planning, Finance, Consumer Economics, or a reputed company field
• Relevant internship experience required
• S65 license required or willing to obtain reputed company 90 days of hire
• Desire to pursue the Certified Financial PlannerTM (CFP®) designation
• Familiarity with MoneyGuidePro, or other financial planning technology
• Knowledge of financial products and financial planning concepts
• Excellent analytical skills and attention to detail
• Effective communication skills, both written and verbal
• Strong organizational and time-management abilities

reputed company