Financial Planning Associate

Apella Wealth is an employee-owned wealth advisory firm headquartered in West Hartford, CT, serving a diverse clientele. The Financial Planning Associate will assist seasoned wealth advisors in delivering comprehensive financial planning services, including retirement and tax planning, while ensuring exceptional client service and support.

Responsibilities

• All aspects of pre-client meeting activities to include preparation of meeting agendas, investment policy statements and asset allocations
• Post-client meeting tasks such as developing meeting notes, performing financial situation analyses and coordinating planning implementation with outside professionals if necessary
• Preparing financial analyses for clients, including retirement, estate-planning, education-funding, stock options, and risk management needs
• Collect necessary data, using our comprehensive data gathering technology, for financial plan construction for clients and prospects
• Input, reconcile, and analyze client data relevant to the planning exercise
• Compare and contrast varying portfolio models and articulate differences to clients with skill
• Present financial plans to advisors and clients using our cashflow based planning software
• Assist clients in maintaining their online client portals
• Participate in financial planning projects as needed by the centralized financial planning team

Skills

• A four-year degree in business, finance, economics or similarly relevant field
• Current Series 65 license or willingness to obtain license within 6 months of hire (required)
• Experience in financial services industry highly desired
• Exceptional critical thinking abilities and attention to detail
• Excellent written and oral communication skills; strong listening skills; professional demeanor
• Strong organizational, prioritization and project management skills
• Ability to multi-task and manage time effectively in a fast-paced environment
• Ability to work independently and as part of a team
• Proficiency in Microsoft Office (Word, Excel, PowerPoint, and Outlook); ERP and CRM software
• Eager to learn and able to adapt quickly to multiple technology platforms and rapid change

Benefits

• Discretionary bonus
• Career path to become an Apella Advisor
• Day 1 Medical, Dental, and Vison health insurance coverage for you and your specific needs
• Health Savings Account (HSA) and Flexible Spending Account (FSA) options w/company contribution
• 401(k) retirement plan with company match to help you achieve your financial goals
• Generous paid time off (PTO) policy to ensure you have time to rest and recharge when needed
• Employer-paid life insurance, AD&D, short-term disability, and long-term disability coverage options
• Maternity/paternity leave programs and adoption assistance support to help you start a family
• Continuing education and certification fee reimbursement for professional development
• Discount perks on travel, childcare, fitness, electronics, meal delivery, pet insurance, and more
• The chance to help shape the future of a growing regional team and firm

Company Overview