What are the responsibilities and job description for the Associate Financial Planner position at Berkeley, Inc.?

Berkeley, Inc. is seeking an Associate Financial Planner. We are an independent fee-only financial advisor with (currently) five employees. We are located in beautiful Boise, Idaho. As a firm, we take our duty to do our best for clients and to enjoy ourselves at work very seriously. This person will be all things financial planning. This individual will work closely with the lead planners and our team of Advisors to support the financial planning process for ongoing clients and our standalone planning services. You will be a part of most client meetings, managing planning related follow-ups and keeping financial plans on track. This person will do planning input, follow-up, and write-ups from start to finish.

The best candidates will be very organized, trustworthy, personable, proactive, and fun. If you are seeking a strict 9-5 job where you clock in and clock out, this position is not for you. This is a full-time position with a flexible schedule. This position will work closely with all members of the firm to coordinate our planning.

Please submit your resume, with a short cover letter as to why you are interested in the job and why you feel you would be a good fit. Your cover letter can be emailed to megan@berkeleyinc.com. Submissions without a cover letter will not be considered.

Responsibilities :

Develop financial planning recommendations through meetings, data gathering, and planning software
Provide continual support to clients by preparing information for client financial review meetings and participating in all client meetings
Enhance client relationships through continual and regular client contact and correspondence; provide follow up to all client inquiries, needs and requests
Manage and coordinate with team members on workflows
Help to add value to the firm through implementation of new methods and ideas
Engage in ongoing education to stay current in financial planning related knowledge and skills; our firm has a strong emphasis on continuous learning

What it takes :

At least three years of work experience related to financial planning preferred but not required

Bachelor’s degree in business, financial planning, finance, accounting, economics, or related field

Series 65 license required within 6 months of employment

Paraplanner designation preferred, or obtained within 4 months of hire

Desire to complete the Certified Financial Planner® designation in the coming years

Collaborative, positive attitude and ability to work with others

Well-developed interpersonal and communication skills, both verbal and written

Attention to detail, organization, and follow-through

Ability to multi-task and manage several deadlines

Open and receptive to feedback and coaching

Benefits

401(k), 401(k) matching

Flexible schedule

Health insurance

Vision insurance

Paid time off

Community service time off

Hybrid work is possible after demonstrated organization and responsibility

Dogs in the office!

Fun work environment near the Greenbelt

Paid professional development, such as advanced designations and annual conferences

Benefits :

401(k)

401(k) matching

Flexible schedule

Health insurance

Paid time off

Vision insurance

Physical Setting :

Office

Experience :

financial planning : 1 year

Ability to Commute :

Boise, ID 83703 (Required)

Ability to Relocate :

Boise, ID 83703 : Relocate before starting work (Required)

Work Location : In person

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Associate Financial Planner

What are the responsibilities and job description for the Associate Financial Planner position at Berkeley, Inc.?

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