What are the responsibilities and job description for the Financial Planning Associate position at Bouchey Financial Group, Ltd.?
Financial Planning Associate
We are seeking a driven and detail-oriented individual to join our team as a Financial Planner. Candidates from all backgrounds and levels of experience who are eager to contribute and grow within our firm are welcome to apply. This role offers the opportunity to work across client services, financial planning, portfolio management, and marketing while partnering with our trusted custodian, Charles Schwab.
Responsibilities
- Collaborate with Charles Schwab to open and onboard new client accounts seamlessly.
- Handle client requests related to transfers, distributions, and account updates.
- Foster strong relationships by addressing client needs promptly and professionally.
- Assist clients with portal access, troubleshooting, and other technology-related inquiries.
- Document all client calls and meetings in the firm’s CRM system to ensure accurate records.
- Work closely with advisors to prepare for financial planning meetings by gathering data, updating Money Guide Pro software and creating meeting materials.
- Update tax planning software and assist with tax projections.
- Help plan and execute client appreciation events.
- Support the firm’s marketing initiatives and charitable sponsorships.
Requirements
- Preferably two years of experience in financial services, client service, or a related role.
- Background in income tax preparation. Enrolled Agent or CPA designation a plus.
- Strong written and verbal communication skills.
- Strong analytical skills.
- Excellent organizational and technology proficiency.
- The ability to manage multiple projects and prioritize effectively.
- Meticulous attention to detail and commitment to following defined processes.
- Exceptional client service and a proactive, team-oriented mindset.
- An undergraduate degree is required.
- Will be required to pursue CFP® certification.
Why Join Us?
This is an exciting opportunity to grow your career with a firm dedicated to providing personalized client service and fostering the professional development of its team members. Our collaborative and innovative environment is perfect for individuals who thrive in a dynamic, client-focused setting.
Bouchey Financial Group is a wealth management firm with offices in Troy, Saratoga Springs, Boston and South Florida. We work with individuals, families and businesses and we currently manage more than $1 billion in assets for our clients.
