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- Tasks: Assist in developing financial plans and provide tailored advice to clients.
- Company: Join Grimes & Company, a respected investment advisory firm in Metrowest.
- Benefits: Enjoy a full-time role with opportunities for professional growth and development.
- Why this job: Be part of a collaborative team that values strong client relationships and personal development.
- Qualifications: Bachelor's degree required; prior experience or commitment to CFP certification preferred.
- Other info: Work in a fast-paced environment with a focus on compliance and client service.
The predicted salary is between 36000 - 60000 ÂŁ per year.
Join to apply for the Financial Planning Associate role at Grimes & Company
Join to apply for the Financial Planning Associate role at Grimes & Company
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Join our respected Metrowest Registered Investment Advisory firm as a Financial Planning Associate. In this role, you will assist with the development and expansion of our centralized financial planning department while serving as a trusted consultant for our team of advisors and their clients. Working closely with our Wealth Managers, you\’ll deliver comprehensive financial planning recommendations that ensure our clients receive tailored, sound advice to meet their unique needs.
We are seeking a detail-oriented, highly motivated individual with a passion for fostering strong client relationships. The ideal candidate will either have prior financial planning experience or be actively pursuing their CERTIFIED FINANCIAL PLANNER certification. Effective communication skills, the ability to work independently as well as collaboratively, and strong organizational abilities are essential for success in this role.
Job Responsibilities:
- Conduct comprehensive client interviews to gather financial data and craft tailored strategies.
- Develop and implement personalized financial plans using in-depth research on investments, tax strategies, and estate planning.
- Cultivate a deep understanding of income taxation, estate planning, charitable giving techniques, education funding and insurance to provide our clients with the best possible advice.
- Maintain proactive communication through meetings, presentations, and regular reviews, ensuring exceptional client service.
- Prepare and deliver detailed financial reports and presentations, assisting senior advisors in a fast-paced environment.
- Partner with clients and their other advisors on recommended tax and estate planning strategies and remain informed of the latest developments in income and estate tax regulations.
- Ensure strict adherence to compliance policies and promptly address regulatory requirements.
- Utilize Microsoft Office and financial planning software to support analysis and reporting.
Education, Training & Experience:
- Bachelor’s degree required, preferably in accounting, finance, economics, or a related field.
- 1-3 years of relevant industry experience.
- Prior financial planning experience is preferred; candidates without such experience should be committed to pursuing the CFP certification (or other relevant certifications).
- Will need to have or attain a Series 65 IAR.
- Proficiency in Microsoft Office and familiarity with financial planning software (e.g., MoneyGuidePro, eMoney) is a plus.
- Strong analytical, problem-solving, and organizational skills with a keen attention to detail.
- Excellent communication, presentation, and interpersonal skills with demonstrated emotional intelligence.
- Ability to work effectively both independently and collaboratively in a team-driven environment.
Seniority level
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Seniority level
Entry level
Employment type
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Employment type
Full-time
Job function
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Job function
Finance and Sales
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Industries
Investment Management
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Financial Planning Associate employer: Grimes & Company
Contact Detail:
Grimes & Company Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Associate
✨Tip Number 1
Network with professionals in the financial planning industry. Attend local finance-related events or join online forums to connect with current Financial Planning Associates or Wealth Managers. This can provide you with valuable insights and potentially lead to referrals.
✨Tip Number 2
Familiarise yourself with the latest financial planning software, such as MoneyGuidePro or eMoney. Being proficient in these tools will not only enhance your skills but also demonstrate your commitment to the role during interviews.
✨Tip Number 3
Stay updated on current trends in tax regulations and estate planning. Subscribe to relevant financial news outlets or join professional associations to ensure you have the most current knowledge, which is crucial for a Financial Planning Associate.
✨Tip Number 4
Prepare to showcase your communication and interpersonal skills. Consider role-playing client interactions with friends or mentors to refine your ability to build relationships and convey complex financial concepts clearly.
We think you need these skills to ace Financial Planning Associate
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and requirements of the Financial Planning Associate position. Tailor your application to highlight how your skills and experiences align with the job description.
Highlight Relevant Experience: If you have prior financial planning experience or are pursuing your CFP certification, be sure to emphasise this in your CV and cover letter. Use specific examples to demonstrate your analytical and problem-solving skills.
Craft a Strong Cover Letter: Write a compelling cover letter that showcases your passion for client relationships and your ability to work both independently and collaboratively. Mention your familiarity with financial planning software and your communication skills.
Proofread Your Application: Before submitting your application, carefully proofread all documents for spelling and grammatical errors. A polished application reflects your attention to detail, which is crucial for a role in financial planning.
How to prepare for a job interview at Grimes & Company
✨Know Your Financial Planning Basics
Make sure you have a solid understanding of financial planning concepts, including investments, tax strategies, and estate planning. Brush up on these topics so you can confidently discuss them during the interview.
✨Demonstrate Your Communication Skills
Since effective communication is key in this role, practice articulating your thoughts clearly. Prepare to explain complex financial concepts in simple terms, as you may need to do this for clients.
✨Showcase Your Attention to Detail
As a Financial Planning Associate, attention to detail is crucial. Be ready to provide examples from your past experiences where your meticulous nature led to successful outcomes or prevented potential issues.
✨Prepare Questions for Your Interviewers
Have thoughtful questions ready for your interviewers about the company culture, team dynamics, and expectations for the role. This shows your genuine interest in the position and helps you assess if it's the right fit for you.
