Davenport is seeking a Financial Planning Associate who will bring previous financial planning experience or education to the firm. This position with growth potential will be responsible for providing support for a broad range of financial planning services from general consultation to comprehensive financial planning.
Researching questions from financial advisors and clients relating to the following financial planning topics: education funding, estate and retirement planning, insurance, investment and tax issues
Gathering information for entry into financial planning software programs
Consulting with other internal departments (Insurance, Retirement Plans, Asset Management) as needed
Creating and updating financial planning related materials used by financial advisors in their daily practice: questionnaires, marketing guides/brochures/letters, etc.
Creating internal financial planning department website messages that provide financial planning marketing ideas
Maintaining content posted on the Financial Services intranet
College degree or equivalent related experience
1 to 3 years of experience
Professional and service-oriented demeanor
Strong organizational and problem-solving skills with an attention to detail
Ability to handle and prioritize multiple tasks within a stated deadline
Ability to take direction and complete assignments with little supervision
Proficient with Excel and other Microsoft Office products
Desire to work in a team environment and the ability to thrive in a fast-paced and changing work environment
We offer a competitive salary and benefits package, including a retirement plan with annual contributions of as much as 10% of eligible wages, medical, dental and vision coverage, paid time off, and disability & life insurance.
Employee-owned since our founding in 1863, Davenport is a dually registered, full-service broker-dealer and investment advisor with more than 400 associates, and branch offices throughout the mid-Atlantic. Our enduring strength is found in the core values that have led us to build lasting relationships with our clients and employees.
Headquartered in Richmond, Virginia, Davenport & Company LLC has 23 locations in Virginia, North Carolina, South Carolina, Georgia and Maryland. The firm is 100 percent employee owned and has more than 400 associates, including 175 Investment Executives. Davenport offers a wide range of investment services for individuals, corporations, institutions, and municipalities including comprehensive stoc...k and bond brokerage, investment management, research, financial planning, insurance, public finance, and corporate finance services. Davenport & Company is an active member of the New York Stock Exchange; Financial Industry Regulatory Authority; Securities Industry and Financial Markets Association; Securities Investor Protection Corporation; and Bond Dealers of America.
Formed in 1974, the Independent Bankers Association of Texas (IBAT) represents Texas community banks. The Austin-based group is the largest state community banking organization in the nation, with membership comprised of more than 2,000 banks and branches in 700 Texas communities. Providing safe and responsible financial services to all Texans, IBAT member bank assets range in size from $10 million to $20 billion with combined assets statewide of nearly $165 billion. IBAT member banks are committed to supporting and investing in their local communities.