What are the responsibilities and job description for the Financial Planning Associate position at WealthCrossing?
Why work for our firm?
WealthCrossing (Formerly SBK Financial, Inc) is a wealth management firm consisting of talented and hard-working professionals who are committed to working with clients to simplify their lives and achieve their financial goals. We offer training, mentorship and educational opportunities to develop our people and provide them with opportunities to grow. We have a warm and collaborative environment that values commitment, teamwork, accountability, mutual respect, and client service excellence.
Job Summary
The Financial Planning Associate is a full-time, entry-level position providing technical support for both the Tax Advisor and Wealth Advisor. Responsibilities include data gathering and input, financial and cash flow modeling, scenario building, presentation creation, and preparation of income tax returns and projections. Working closely with the firm's Advisors, the Associate will develop comprehensive tax and financial planning skills.
Duties and Responsibilities
The Financial Planning Associate will focus on the following areas :
- Data Management : Gather, organize, and input client data within a tax and financial planning context.
- Financial Planning : Prepare detailed client financial plans, including cash flow and retirement analysis, and create presentations for review by Advisors.
- Deliverable Preparation : Review client agendas and prepare deliverables such as tax projections, performance reports, education funding analysis, social security analysis, and other tax and financial planning schedules for Advisor review.
- Tax Return Preparation : Prepare individual tax returns on a limited basis and for training purposes.
- Special Projects : Assist the Operations Team and Advisors with special projects as needed.
Qualifications
The ideal candidate for the Financial Planning Associate position will have the following qualifications :
Salary and Benefits
Pay and benefits are competitive based on industry standards :
Location
Our office is located downtown Richmond :
1001 Haxall Point, Suite 705, Richmond, VA, 23219
