The Associate Financial Planner is an important member of our planning team. You’ll help develop and maintain comprehensive financial plans, participate in client meetings, coordinate planning workflows, and make sure clients receive thoughtful, accurate, and timely service.
You won’t spend years hidden behind the scenes waiting for the chance to meet a client. From the beginning, you’ll attend meetings with clients and prospective clients, participate in more informal client lunches, and see firsthand how strong planning relationships are built.
This is not a sales position. It is also not a purely back-office position.
It is an opportunity for someone who wants to become an excellent financial planner. Someone who is curious about people, serious about the details, eager to learn, and motivated to grow into greater responsibility over time.
What You’ll Do
Support the Financial Planning Process
- Gather, organize, and review client financial information.
- Enter and maintain accurate client data in eMoney.
- Assist with the preparation of comprehensive financial plans using our trademarked planning process, The Integrated Financial Advantage™.
- Obtain and organize estate planning documents, insurance information, and other relevant client records.
Participate in Client Relationships
- Prepare for and attend meetings with clients and prospective clients alongside Financial Planners.
- Take clear, thoughtful meeting notes and document follow-up items.
- Communicate with clients by phone and email to gather information, answer questions, and coordinate next steps.
- Attend client appreciation lunches and other relationship-building events.
- Learn to recognize not only what the numbers say, but what matters to the person sitting across the table.
Coordinate Work Across the Team
- Create and maintain records in our client relationship management system.
- Manage CRM workflows and action sequences for prospective clients, new clients, and ongoing planning updates.
- Work closely with our back-office team to ensure client needs are handled promptly and accurately.
- Assist with new-client onboarding.
- Provide backup support to our Client Service Specialists, including client service, problem-solving, applications, and paperwork.
- Take ownership of details without losing sight of the larger purpose behind the work.
How We Work
You’ll be an integral part of our Diamond Team™ approach to serving clients. This structure allows us to provide collaborative, consistent advice while creating a clear path for team members to learn, contribute, and grow.
Our planning process, The Integrated Financial Advantage™, is intentionally designed to consider the full scope of a client’s financial life. We don’t believe complexity automatically makes advice better. We believe clarity does.
We also know that retirement planning involves more than determining whether someone has “enough.” Leaving work can affect a person’s identity, routines, relationships, and sense of purpose. Our work helps clients prepare not only for retirement income, but for the life that income is meant to support.
For more than 25 years, this approach has helped us build lasting client relationships and grow into the award-winning firm we are today.
Technology We Use
We use technology to make our work more efficient and our advice more useful—not to create impressive-looking clutter.
Our primary tools include:
- CRM: AdvisorEngine
- Financial Planning: eMoney
- Portfolio Management: Orion
- Tax Analysis: Holistiplan
Experience with these platforms is helpful, but curiosity, judgment, and the ability to learn are more important than knowing where every button is on day one.
Who Will Thrive Here
You may be a strong fit for this role if you:
- Have high emotional intelligence and communicate with warmth, patience, and professionalism.
- Are genuinely interested in people and the decisions behind their financial lives.
- Work well as part of a collaborative team and are willing to ask for help, offer help, and receive feedback.
- Care about accuracy but don’t hide behind spreadsheets or financial jargon.
- Can identify priorities, notice inconsistencies, and follow through on commitments.
- Are comfortable balancing detailed work with changing client needs.
- Take initiative and look for ways to improve processes.
- Want to grow in your career and sharpen both your technical and relational skills.
- Believe financial planning should help people live more intentionally, not simply accumulate more.
You do not need to be the loudest person in the room. You do need to be attentive, dependable, thoughtful, and willing to keep learning.
Qualifications
Candidates should have:
- At least two years of experience as an Associate Financial Planner, Paraplanner, or in a similar financial planning role.
- A bachelor’s degree.
- Strong research, organizational, written communication, and problem-solving skills.
- The ability to manage multiple priorities while maintaining accuracy and follow-through.
- A growth-oriented mindset and an interest in progressing into a Financial Planner role.
A Registered Paraplanner™ certification, Financial Paraplanner Qualified Professional™ designation, or similar credential is preferred. An interest in pursuing the CFP® certification is a requirement.
What This Opportunity Is—and Isn’t
If you are primarily looking for a sales role, this is not the position for you.
If you want a role where you can remain entirely behind the scenes, this probably isn’t the position for you either.
But if you want to join a team of financial planners who will challenge you, teach you, trust you with real client exposure, and help you grow into a thoughtful and capable advisor, we’d like to hear from you.
Please send a cover letter and résumé to skwealth@skwealth.com.
