Financial Planning Associate

Apella Wealth is an employee-owned wealth advisory firm headquartered in West Hartford, CT, serving a diverse clientele. The Financial Planning Associate will assist seasoned wealth advisors in delivering comprehensive financial planning services, including retirement and tax planning, while ensuring exceptional client service and support. Responsibilities All aspects of pre-client meeting activities to include preparation of meeting agendas, investment policy statements and asset allocations Post-client meeting tasks such as developing meeting notes, performing financial situation analyses and coordinating planning implementation with outside professionals if necessary Preparing financial analyses for clients, including retirement, estate-planning, education-funding, stock options, and risk management needs Collect necessary data, using our comprehensive data gathering technology, for financial plan construction for clients and prospects Input, reconcile, and analyze client data relevant to the planning exercise Compare and contrast varying portfolio models and articulate differences to clients with skill Present financial plans to advisors and clients using our cashflow based planning software Assist clients in maintaining their online client portals Participate in financial planning projects as needed by the centralized financial planning team Skills A four-year degree in business, finance, economics or similarly relevant field Current Series 65 license or willingness to obtain license within 6 months of hire (required) Experience in financial services industry highly desired Exceptional critical thinking abilities and attention to detail Excellent written and oral communication skills; strong listening skills; professional demeanor Strong organizational, prioritization and project management skills Ability to multi-task and manage time effectively in a fast-paced environment Ability to work independently and as part of a team Proficiency in Microsoft Office (Word, Excel, PowerPoint, and Outlook); ERP and CRM software Eager to learn and able to adapt quickly to multiple technology platforms and rapid change Benefits Discretionary bonus Career path to become an Apella Advisor Day 1 Medical, Dental, and Vison health insurance coverage for you and your specific needs Health Savings Account (HSA) and Flexible Spending Account (FSA) options w/company contribution 401(k) retirement plan with company match to help you achieve your financial goals Generous paid time off (PTO) policy to ensure you have time to rest and recharge when needed Employer-paid life insurance, AD&D, short-term disability, and long-term disability coverage options Maternity/paternity leave programs and adoption assistance support to help you start a family Continuing education and certification fee reimbursement for professional development Discount perks on travel, childcare, fitness, electronics, meal delivery, pet insurance, and more The chance to help shape the future of a growing regional team and firm Company Overview At Apella, our focus is You. It was founded in 2014, and is headquartered in Glastonbury, Connecticut, USA, with a workforce of 51-200 employees. Its website is https//apellawealth.com. Apply To This Job