Wealthquest Corporation seeks a Financial Planning Associate for our Cincinnati, Ohio location. The Financial Planning Associate supports Wealthquest's Financial Planning team through a combination of planning, operational, and administrative responsibilities. Working closely with Financial Planners and other team members, this role helps facilitate the financial planning process, support planning analyses and recommendations, and contribute to the delivery of comprehensive financial planning services.
Responsibilities:
Regular activities include:
- Gathering, organizing, and maintaining client financial information and planning documentation.
- Assisting Financial Planners with financial planning analyses, recommendations, and client deliverables.
- Supporting retirement, tax, estate, insurance, investment, and cash flow planning projects and initiatives.
- Preparing reports, presentations, summaries, and other planning-related materials.
- Assisting Financial Planners with meeting preparation, documentation, follow-up activities, and implementation of planning recommendations.
- Maintaining planning systems, workflows, client records, and related documentation.
- Coordinating planning-related information and documentation among clients, advisors, planners, professional partners, and internal team members.
- Assisting with planning-related research, educational initiatives, process improvements, and special projects.
- Supporting the Financial Planning team in delivering a consistent, high-quality client experience while adhering to firm policies, compliance requirements, and privacy standards.
Requirements:
- Four-year degree in Finance, Financial Planning, Business, Economics, Accounting, or a related field preferred.
- Interest in financial planning, wealth management, and financial services.
- Strong analytical, organizational, and problem-solving skills.
- Excellent written and verbal communication abilities.
- High attention to detail and ability to manage multiple priorities.
- Proficiency with Microsoft Office and comfort learning new technology platforms.
- Experience with CRM, financial planning, or other financial services software is a plus.
- Ability to work effectively in a collaborative team environment.
- Professional demeanor, strong work ethic, and commitment to confidentiality.
