Financial Planning Associate-HYBRID at Allegheny Financial Group

Ohio Township, Pennsylvania, United States -

Full Time

Start Date

Immediate

Expiry Date

01 Jul, 26

Salary

0.0

Posted On

02 Apr, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial Planning, Investment Management, Data Analysis, Communication, Attention to Detail, Microsoft Excel, Client Management Software, Research, Recordkeeping, Portfolio Management, Tax Planning, Estate Planning, Team Collaboration, Problem Solving, Process Improvement, Financial Reporting

Industry

Financial Services

Description

Description AFG is seeking a motivated and organized Financial Planning Associate to collaborate with and support a team of financial planners and advisors. The Financial Planning Associate is responsible for delivering exceptional comprehensive financial planning and investment management services to clients. This position is part of an experienced and knowledgeable team that prides itself on consistently exceeding expectations. This role offers a remote/hybrid schedule, with time spent in the Pittsburgh, Pennsylvania office during the orientation and training period, as well as for special projects if needed. This position reports to the Financial Planning Manager. A typical day will include a mix of the following tasks: Financial Planning Reports: Completes financial planning reports and related tasks. Collects, organizes, and analyzes relevant financial information from internal sources and third-party providers to create and update financial planning reports. Reviews, summarizes, and interprets investment assets, trusts, wills, estate and legal documents, retirement plan statements, tax returns, and pay statements. Compiles financial data into spreadsheets and financial planning software. Prepares exhibits and supporting materials for client presentations. Analysis & Research: Maintains knowledge of current industry issues related to financial and tax planning, investment management, estate planning, and reporting. Analyzes financial planning reports to form logical conclusions based on sound economic principles. Completes analysis and research projects; summarizes findings and requests feedback from advisors and members of the financial planning group. Administration & Recordkeeping: Creates, updates, and maintains organized client paper and digital files as needed. Calculates and enters cost basis information accurately. Confirms the accuracy of portfolio accounting software. Performs data reconciliation and conducts portfolio research to support financial reporting. Assists with the creation, enhancement, and documentation of processes and procedures. Requirements You might be a great match if you have: Bachelor’s degree (BA/BS) from a four-year college or university, or two to three years of related experience and/or training, or an equivalent combination of education and experience. Strong attention to detail with a focus on accuracy, initiative, and follow-through. Strong written and verbal communication skills, with the ability to effectively work with clients and colleagues both remotely and in person. Certified Financial Planner (CFP®) designation or progress toward completion is strongly preferred. Ability to quickly become proficient in various client management and financial-related software programs, including eMoney and Holistiplan. Strong Microsoft Office skills, with particular emphasis on Excel; prior experience creating and modifying spreadsheet formulas and macros is preferred. What AFG Offers: A comprehensive benefits package that includes medical (2 plan options), dental, vision, core and buy-up life insurance, short and long-term disability coverage and company funded flexible spending accounts. Generous paid time off program. A best-in-class 401K plan with online planning and reporting tools. Wellness program with additional time off rewards. Easily accessible office with free parking for onsite days. Allegheny Financial Group, is an SEC-registered investment advisory firm that offers clients guidance in every aspect of their financial life, including financial planning, portfolio management, market analysis, risk management, and business and estate planning. As a firm that pioneered financial planning in Pittsburgh, Allegheny has earned clients' trust for over 49 years with a high degree of personal attention combined with specialized knowledge, an integrated team-based approach, and first-class market research. For more information, go to Allegheny Financial Group

Responsibilities

The Financial Planning Associate is responsible for delivering comprehensive financial planning and investment management services to clients. This includes completing financial planning reports, analyzing financial data, and maintaining organized client records.