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Financial Planning Support Professional

Foundations Financial Partners
Doylestown, PA Full Time
POSTED ON 3/18/2025
AVAILABLE BEFORE 4/17/2025

Foundations Financial Partners is a financial planning and wealth management firm that builds lasting financial security in the lives of our clients.

We strive to plan, protect, and grow our clients' wealth by delivering advice, strategies, and solutions needed to succeed over the long-term.

Our focus on developing deep and meaningful relationships with our clients has enabled us to do so successfully for many years.

We are seeking a highly detailed individual to become an integral part of our client servicing team as a Financial Planning Support Specialist.

  • This role will assist firm management and senior advisors in meeting the multifaceted needs of our clients as our firm grows.

Key Responsibilities:

  1. Assist advisors with the firm's financial planning software: eMoney
  2. Analyze and input data into eMoney
  3. Run base reports and specialized scenario planning
  4. Monitor links into eMoney from investment partners and clients' personal accounts
  5. Monitor and update all financial plans pre and post client meetings
  6. Assist advisors with investment research and portfolio development
  7. Support the investment committee with monthly and quarterly reporting
  8. Assist the advisory team with portfolio construction
  9. Assist with allocation model development and monitoring
  10. Provide assistance with complex client servicing and follow-ups
  11. Oversee and perform various investment reports

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