Financial Planning Associate

Description

We are seeking an Associate in the Financial Planning department in the Private Client Group of our wealth management firm.  This position will be responsible for developing financial planning deliverables in the e-Money application or other software utilized by the firm.  They will prepare net worth reports, financial plans and financial planning illustrations for clients and advisors.

This position offers work from home availability 2 days per week after initial training period.

In this position you will: 

• Enter client information into the eMoney application to produce accurate and detailed financial planning deliverables for the financial planning team and client facing Advisors
• Enter balance sheet data into the Addepar portfolio management software
• Assist in the client on-boarding process in eMoney or Addepar applications
• Analyze e-Money or Addepar reports to ensure accuracy of client information entered
• Work directly with advisors to create and update financial plans, create scenarios, and assemble presentations
• Interact with clients on the e-Money client website and troubleshoot connection issues
• Ability to interpret estate planning document by reading clients’ will, trusts, power of attorney, marital agreement, partnerships, or other legal documents to ensure information is properly entered into e-Money
• Research and model financial, charitable, estate, and tax planning topics related to proposed or completed client transactions and offers analysis and recommendations
• Interface with client attorneys, accountants, and other advisors to implement planning strategies
• Participates in client meetings, as needed.
• Keep abreast of new features and functionality with e-Money application
• Develops knowledge of all assigned clients through reading meeting notes, studying client files and completing tax and financial planning projects for those clients
• Completes other duties as assigned

Requirements

The successful candidate will have:

• Bachelor’s degree in business administration, financial planning, accounting, taxation, finance or related field
• CFP or CPA designation a plus or working towards designation
• 1-2 years’ experience working for a wealth management firm or bank that utilizes e-Money software
• Ability to organize and manage multiple priorities
• Strong computer proficiency (e.g., E-Money, Word, Excel, Adobe, PowerPoint, and Outlook)
• Strong client orientation
• Excellent interpersonal and communication skills
• Strong team player
• Commitment to company values

Clearstead is committed to building a culturally diverse workforce and strongly encourages applications from minorities and women. 

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, national origin, disability status, protected veteran status or any other characteristic protected by law.  

The qualified candidate can expect:

• A flat, bureaucracy-free organizational structure that fosters creative thinking and involvement at all levels of the organization
• The opportunity to join a growing employee-owned firm that offers professional growth in an industry that is both dynamic and intellectually challenging
• An opportunity to work with high-profile private clients and institutions across the country
• A competitive base salary with an incentive bonus program
• 401(k) Savings plan with company contributions
• Health, Dental, Vision, and Long-term disability insurances
• Generous paid time off program

We are Clearstead…an independent wealth management and investment consulting firm in Cleveland, Ohio.

Our private clients are families, individuals, and related entities. Our institutional clients include retirement funds, endowments and foundations, higher educational institutions, and healthcare organizations. 

There’s a popular line at Clearstead, “There are no sharp elbows.” Employees have a voice in driving our success through our innovative, team-based approach. By empowering employees with rewarding careers, ownership, and valuing their perspectives we foster a culture of collaboration. This helps us attract and retain strong and motivated individuals.