This job has closed.

The Bahnsen Group · 18 hours ago

Planning Associate (Financial Planning)

520 Newport Center Drive, Newport Beach, CA, USA

Full-time

Onsite

Mid Level

3+ years exp

The Bahnsen Group is a private wealth management firm seeking an Associate to join their Planning Department. This client-facing role focuses on providing financial planning advice in collaboration with Private Wealth Advisors, utilizing various software tools and offering opportunities for growth within the department.

AdviceFinancial ServicesWealth Management

H1B Sponsor Likely

Responsibilities

Assist in financial plan construction, data input, data gathering, aggregation, and plan generation as a support to our Private Wealth Advisor Group

Collect and aggregate financial planning information from clients

Utilization of e*Money and Holistiplan financial planning software

Supporting client administrative needs around e*Money

Ability to create robust financial plans and formulate recommendations for clients

Assist Private Wealth Advisors with ad hoc financial planning projects for clients

Prepare financial planning deliverables and lead financial planning meetings with high-net-worth clients

Qualification

Financial planningEMoney softwareHolistiplan softwareCFP credentialCore financial conceptsEffective communicationDetail-orientedOrganizational skills

Required

3+ years of professional experience

1+ years of experience at an RIA or Wirehouse with financial planning experience

Bachelor's degree required

Thorough understanding of core financial planning concepts – cash flow planning, retirement, tax, estate, insurance, etc

Accurate, organized, and detail-oriented

Effective communicator who is highly responsive and can provide thoughtful advice to clients

Preferred

Strong interest in pursuing the CFP® credential (preferred if the candidate has already begun coursework; designation not needed for hire)

Benefits

Full benefits package including medical, dental, vision, and disability

401(k) plan with TBG contribution of 3% of compensation

Discretionary annual bonus

Company

The Bahnsen Group

The Bahnsen Group offers investment strategies and wealth management services.

Founded in 2015

Newport Beach, California, USA

51-200 employees

https://thebahnsengroup.com

H1B Sponsorship

The Bahnsen Group has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2024 (1)