Financial Planning Associate

Since 1984, Orgel Wealth Management, along with our founder’s predecessor practices, have been committed to providing comprehensive wealth management, consulting, and planning services to a diverse group of families, individuals, business owners, retirement plans, and foundations.

Orgel Wealth Management is seeking a Financial Planning Associate who supports our efforts to provide exceptional service to our clients and who demonstrates the ability to problem solve and communicate effectively in a variety of circumstances.

Learn more about Orgel Wealth Management and “The Orgel Way” at www.orgelwealth.com.

• Shared Values – At Orgel Wealth Management, our team believes in forming genuine relationships and serving clients with relentless excellence. We put clients first. Period.
• Nationwide Reach – Currently, our team serves clients in 43 states with more than $8 billion in assets under management (as of September 30, 2024).
• Experienced Team – Our credentialed team of 31 investment professionals (9 CFA® charterholders, 10 CFP® certificants) is supported by client service, operations, and technology specialists.
• Independence – By establishing an independent firm, we developed an organizational structure that allows for and supports employee ownership for multiple generations to come.
• Rapid Growth – Since becoming an SEC-registered investment advisor in 2013, our assets under management have more than doubled and we have grown from 23 employees and now employ over 80 employees in our Wisconsin and Minnesota offices.
  
  

Position Summary

The Financial Planning Associate supports Orgel Wealth Management’s Financial Planning Team and plays a significant role in the ongoing service of clients. The Financial Planning Associate will primarily assist with gathering and organizing financial information necessary for the preparation of comprehensive financial plans and updates. In addition, the Financial Planning Associate will be responsible for inputting financial data into the software that Orgel Wealth Management uses in financial planning, including eMoney and Savvy Social Security, and will create financial planning reports that will be delivered to clients. The Financial Planning Associate will also perform administrative duties for the Financial Planning team, including tracking and monitoring workflows.

Requirements

Principal Duties and Responsibilities

• Collect and organize financial data used to provide financial planning advice to clients
• Accurately input and review financial data in eMoney and Savvy Social Security – the primary financial planning software tools utilized by Orgel Wealth Management to prepare comprehensive financial plans and analyses for clients
• Coordinate with the Financial Planning Team to manage workflows, innovate client reports, monitor trends, and ensure that all financial planning materials are provided to clients in a high-quality and timely manner
• Provide excellent service designed to advance the ongoing maintenance of genuine relationships when working with clients to request and collect financial information needed to prepare comprehensive financial plans
• Update, format, and finalize the various reports that are prepared and assembled to create comprehensive financial plans for clients
• Perform research across a variety of substantive areas related to personal finance to respond to client questions or requests from Relationship Managers and Financial Planners
• Prepare reports and projections used to help clients plan for specific goals or situations, such as college savings projections and insurance summaries
• Maintain an understanding of the financial planning tools available at the firm (e.g., eMoney) and assist with the review and monitoring of other available tools
• Maintain an understanding of laws and regulations affecting personal finance
• Perform other duties as required that contribute to the overall effectiveness of the position and firm
  
  

Additional Skills Required

The Financial Planning Associate must be able to:

• Manage time effectively, set priorities, and meet deadlines
• Maintain the highest level of confidentiality with respect to client and firm information
• Understand and adhere to all firm policies and procedures
• Demonstrate professionalism in personal presentation, communication, and all interactions with clients and employees
• Exercise high levels of integrity
• Communicate effectively orally and in writing
• Function well in a team environment by maintaining a positive, collaborative approach
• Work independently with the ability to proactively establish ambitious goals for quality and timeliness
• Leverage technology, including the Microsoft Office Suite, Practifi (Salesforce), Constant Contact, and other software applications as necessary
  
  

Required

Education and Experience Requirements

• BA or BS degree from an accredited college or university
• Education or experience related to finance, accounting, or data analysis
• Work in an office environment at one of our three locations
  
  

Preferred

• 2 or more years of financial industry experience
• Knowledge of eMoney financial planning tools
• Progress toward the Certified Financial Planner (CFP) designation.
  
  

Acknowledgement

This description is intended to be an accurate reflection of the principal elements of the job for which it was written. It should not be construed as a description of all requirements but merely a guideline. It will be updated from time to time to reflect changes and/or additions. One may be required to perform other duties as assigned by a supervisor or management. This job description is not a contract for employment, and either you or the organization may terminate employment at any time, for any reason.

Salary Description $55,000 - $70,000 Bonus