What are the responsibilities and job description for the Planning Associate (Financial Planning) position at Bahnsen Group LLC?
Job Description
Job Description
ABOUT
At the Bahnsen Group, our vision is to be the highest quality provider of wealth management services to those within our sphere of influence. We do not want to merely be great; we want to be extraordinary; extraordinary in the size and scope of our business, but more importantly, extraordinary in the impact we have on our clients' financial lives. The Planning Team at the Bahnsen Group is an integral part of achieving this vision.
Consistently ranked as one of the top companies to work for, The Bahnsen Group is a private wealth management firm which has created an exceptional culture for its employees to participate in the fulfillment of its success. The Bahnsen Group has offices in nine locations around the country (Newport Beach, CA; New York City; Nashville, TN; Minneapolis, MN; Bend, OR; Phoenix, AZ; Austin, TX; West Palm Beach, FL; and Grand Rapids, MI) and 75 employees. The firm manages over $6.5 billion of client capital and is widely recognized as one of the leading firms in the industry, consistently ranked as a top advisor by Barron's, Forbes, and the Financial Times. The company was founded in 2015 as a liftout from Morgan Stanley, where company founder, David Bahnsen, was a leading advisor and Managing Director. Since that inception, the company has grown at over 25% per year for nine years running and added a Tax Services department, Risk Department, a comprehensive Family Office offering, and a fully professionalized platform delivering best-in-class client experience.
OPPORTUNITY
The Planning Associate position is a client-facing role, focused on providing financial planning advice and working alongside Private Wealth Advisors. This position is an in-office role out of The Bahnsen Group's Bend, Oregon office.
RESPONSIBILITIES
- Assist in financial plan construction, data input, data gathering, aggregation, and plan generation as a support to our Private Wealth Advisor Group
- Collect and aggregate financial planning information from clients
- Utilization of eMoney financial planning software
- Supporting client administrative needs around eMoney
- Ability to create robust financial plans and formulate recommendations for clients
- Assist Private Wealth Advisors with ad hoc financial planning projects for clients
- Prepare financial planning deliverables and lead financial planning meetings with UHNW / HNW clients
- Expected to attain CFP® certification (timeline to be determined upon hire)
QUALIFICATIONS
CONSIDERATION