Financial Planning Software

Financial Planning Software Finance Jobs

4 jobs found

Associate Advisor

Burton Enright Welch Walnut Creek, CA

21d ago

$85k - $110k/yr Full time Advisor Associate Client Relations

Advisor Associate Client Relations

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Job Description

The Associate Advisor role at Burton Enright Welch is an onsite position in Walnut Creek, California, with a salary range of USD 85,000 to 110,000 per year. The role supports financial planning and investment management for BEW clients, with a potential path to advancement to Advisor, and requires a bachelor’s degree plus at least two years in the financial services industry.

Responsibilities

Assist Advisors and Lead Advisors in handling daily client needs.
Ensure client communications are clear, timely, responsive, and courteous.
Leverage firm resources to deliver high-quality client deliverables.
Help prepare for client meetings, capture notes, and send follow-up emails.
Develop and update financial plans to monitor progress toward client goals.
Evaluate financial planning strategies, including tax planning, retirement spending, and equity compensation, and partner with Advisors to formulate recommendations.
Maintain accurate client records, manage workflows, and track outstanding tasks in the CRM.
Coordinate team tasks and oversee project execution to support operational efficiency.
Collaborate with the Client Services Team on service requests and onboarding to ensure a seamless client experience.
Engage in project and committee work, including Investment Committee and Financial Planning initiatives.
Uphold client experience standards and compliance requirements.

Requirements

Bachelor’s degree required.
2 to 4 years of experience in the financial services industry.
Demonstrated progress toward the CFP designation preferred.
CPA and CFA designations welcome.
Experience with financial planning software, such as eMoney, is a plus.
Detail-oriented with strong organizational skills.
Consistently completes work accurately and on schedule.
Ability to prioritize multiple tasks and manage client relationships.
Self-motivated learner with a proactive approach.
Excellent verbal, written, and listening communication skills.
Strong interpersonal attributes including integrity, humility, respect, and empathy.
Solid grounding in financial planning concepts, markets, and investment topics.
Collaborative team player.
Proficient with Microsoft Office Suite.
Prior experience with a CRM system is a plus.

Technologies

eMoney
CRM system
Microsoft Office Suite

Benefits

Salary commensurate with experience
Quarterly incentive bonus program
Comprehensive benefits package including medical, dental, vision, life and disability insurance
Open Paid Time Off policy
Continuing education allowance
401(k) retirement plan with company contributions

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Wealth Paraplanner

Johnson Financial Group Milwaukee, WI

1mo ago

Full time Client Relationship Client Service eMoney

Client Relationship Client Service eMoney

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Job Description

Location: Milwaukee, WI 53202

Overview

The Wealth Paraplanner oversees the end-to-end financial planning workflow across multiple regions and business lines. New graduates are encouraged to apply!

Key Responsibilities

Facilitate the financial planning process for both prospective and current clients.
Collect, validate, and analyze all quantitative data required to create or update financial plans using planning analysis software.
Prepare initial financial planning recommendations for the Financial Planner’s review and use in client meetings.
Serve as the primary point of contact for clients throughout the planning engagement, maintaining ongoing communication, scheduling meetings, and coordinating with the Financial Planner and other support teams.
Manage and support client access and maintenance of software systems; assist clients in aggregating accounts within the software (eMoney).
Establish referral pathways to other Wealth, Banking and Insurance areas, including Estate Planning & Trust, Investment, Succession Planning, and Post-Death services.
Collaborate with team members across geographies to ensure efficiency and a consistent client experience.

Qualifications

Bachelor’s degree in finance with a concentration in financial planning or related field; 2 years of experience in financial services or a related field preferred. Experience may be considered in lieu of education.
Series 65 is required for the role. If not held, you must obtain it within 90 days of the start date.
Ability to understand product solution strategies to address client needs related to cash flow, money distribution, and investment allocations.
Strong analytical, project management, technical, and financial skills.
Experience with financial planning software is a plus.
Demonstrated ability to independently solve problems, exercise judgment in varied situations, possess strong technical skills, attention to detail, and superior communication abilities.
Proficiency with MS Office and the ability to effectively use Wealth and Bank applications.

Equal Employment Opportunity

Johnson Financial Group is dedicated to equal employment opportunity. We make all employment decisions without regard to race, color, religion, sex, sexual orientation, age, national origin, citizenship, disability, veteran status, or any other status protected by law.

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Personal Financial Planner

Falcon PG Escondido, CA

1mo ago

$132k+/yr Full time Bachelor's Degree Client Relationship Management CRM Systems

Bachelor's Degree Client Relationship Management CRM Systems

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Job Description

Location

Escondido, CA

Compensation

Compensation: $132,000 in at-plan earnings.

Responsibilities

Identify and cultivate new client relationships, acting as a trusted financial advisor to prospective clients.
Help clients progress toward their financial goals through targeted product selections, planning, and investment recommendations.
Develop tailored financial plans by considering clients’ life stage, professional circumstances, and evolving financial needs.
Assess cash flow, income, financial status, goals, assets, and other wealth-related factors to assist clients in defining and achieving their objectives.
Be coachable and organized, embracing ongoing training and development opportunities to enhance professional capabilities.
Proactively expand market presence, build client trust, and position yourself as the preferred financial advisor for new clients.
Conduct in-depth evaluations of clients’ financial situations (including cash flow, wealth targets, and retirement planning) and tailor wealth-management solutions accordingly.

Qualifications

Current FINRA Series 7 and 63/66 credentials are a plus.
Strong communication and math skills with a demonstrated history of building robust client relationships.
Proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and related tools is highly preferred.
Foundational knowledge of financial concepts, products, and the role of a financial advisor is desirable.
Bachelor’s degree in business administration, finance, or a related field.

About the Company

At Falcon PG, we champion ventureship—driving positive change in communities and helping families establish lasting financial security. We empower individuals to thrive through life’s uncertainties, offering innovative financial products that enable confident tomorrow planning while navigating today’s challenges. Our dynamic, business‑driven platform provides world‑class training, cutting‑edge resources, and unmatched support to grow and scale your practice. You’ll have the freedom to shape your career, cultivate authentic client relationships, and deliver personalized financial solutions that make a real difference. We’re seeking motivated professionals with an entrepreneurial mindset who are ready to create their own success. If you’re a driven self‑starter with a passion for making an impact, we’d love to connect. Let’s build something exceptional—together.

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Financial Advisor

The Misch Group Dallas-Fort Worth, TX

1mo ago

Full time Advisor Book of Business Business Development

Advisor Book of Business Business Development

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Job Description

Role Overview

We are seeking a driven and seasoned Financial Advisor to join our team in the Dallas-Fort Worth, TX area. The successful candidate will deliver comprehensive financial planning and investment management services, build and maintain strong client relationships, and contribute to the firm’s growth. This role requires a proactive professional with a proven track record in the financial services industry.

Key Responsibilities

Develop and implement tailored financial plans that address investment, retirement, estate, and insurance needs.
Provide ongoing financial guidance and support, adjusting strategies as goals evolve.
Build and maintain strong client relationships, fostering trust and long-term partnerships.
Acquire and manage a book of business, expanding the firm’s client base.
Perform thorough financial analyses and market research to identify investment opportunities.
Ensure compliance with regulatory requirements and ethical standards.
Participate in business development activities, including networking and client acquisition.
Stay current on industry trends, regulations, and product offerings.

Skills, Knowledge and Expertise

Experience as a Financial Advisor.
Active Series 65 or 66 license required.
Active Health and Life Insurance licenses required.
Established book of business required.
Solid understanding of financial planning principles, investment strategies, and insurance products.
Excellent communication, interpersonal, and presentation skills.
Proven ability to build and maintain client relationships.
Self-motivated, results-oriented, and capable of working independently.
Bachelor’s degree in finance, economics, or a related field preferred.
Proficient with financial planning software and CRM systems.

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Financial Planning Software Finance Jobs

Associate Advisor

Wealth Paraplanner

Personal Financial Planner

Financial Advisor

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