Financial Planning Associate

Claire Myers Consulting • W2 Full-time • Philadelphia, Pennsylvania, United States • $55k - $75k / year • 1w ago

Firm Type: RIA

Benefits Offered: 401k Retirement Program, Paid Time Off, Professional Development Assistance

Compensation: Starting around $60,000+ base salary + bonus opportunities

Overview:

Our client, a growing and highly collaborative financial services organization in Philadelphia, is seeking a Financial Planning Associate to support financial advisors and clients through a comprehensive planning and operations process.

This role is ideal for someone who enjoys being in the middle of the action, helping advisors stay organized, supporting client onboarding and underwriting, and playing a key role in the overall client experience. The team is highly focused on development, collaboration, and long-term career growth.

Key Responsibilities:

Advisor & Planning Support:

Support advisors with planning preparation, case design, and operational execution
Help advisors stay proactive and organized throughout the sales and planning process
Assist with pipeline management and workflow coordination
Serve as a resource for product and planning-related questions

Client Operations:

Prepare paperwork and materials needed for underwriting and client onboarding
Coordinate with internal teams to ensure smooth underwriting and investment operations processes
Assist with opening and funding investment accounts
Help process account transfers, distributions, trade corrections, and servicing requests
Support insurance servicing updates, including beneficiary changes, address updates, and payment-related changes

Team & Growth Support:

Help support the development of newer advisors entering the business
Contribute to operational improvements and overall team efficiency
Continue pursuing professional development, licensing, and industry education

Qualifications:

1-2 years of experience in financial services, wealth management, insurance, or operations preferred
Strong organizational skills and attention to detail
Ability to manage multiple priorities in a fast-paced environment
Strong communication and relationship-building skills
Motivated, coachable, and eager to grow professionally
Securities licensing or interest in pursuing licenses/designations is a plus

Compensation & Growth:

Starting base salary around $60,000+
Additional bonus opportunities tied to team growth and production metrics
Compensation growth opportunities as licensing and professional development milestones are achieved