The Financial Planning Associate is an entry level position that provides technical and client service support for Financial Planners and Advisors. Responsibilities include preparation and follow-up on client meetings, data gathering, financial plan and scenario modeling, and presentation development. Associates may participate in client meetings but not in an advice or decision-making capacity.
Responsibilities include but are not limited to:
Provide support for development of comprehensive financial plans by gathering data, completing analysis, and prepare financial planning applications
Work with allied professionals on the client’s behalf as necessary to develop and update financial plans as well as fulfill client’s requests
Attend client meetings in a technical and support role. Manage meeting notes and action items
Execute client tasks and exhibit timely communications with them
Other projects and research at the discretion of Advisors and Financial Planners, including Business Partner collaboration and execution of internal initiative tasks
Preparing and processing client transactions with our custodian
Education: Bachelors degree and completion of a CFP Board registered Certificate Program required. Holding CFP Certification is preferred but not required. Must be working towards CFP Certification.
Team player, collaborative, able to work with and through others
Highly proficient technical skills with the ability to analyze quantitative and qualitative information
Ability to make effective decisions using impeccable ethical judgment
Excellent verbal and written communication skills
Strong client service skills
Detail-oriented, accurate, organized, able to set priorities
Results driven, with the ability to take initiative
Desire to engage in continuous learning to ensure currency of knowledge and skills
Our approach is customized to Client goals and their unique financial situation. As Fee Only advisors, our Fiduciary Commitment puts clients first.
We specialize in helping business leaders and their families integrate career, life and finances and to translate their career success into building wealth to achieve their aspirations. This includes proactive strategies to adapt to changes and take advantage of opportunities.
We Aspyre to understand our clients “WHY” and partner with them through their unique life’s journey – the challenges and the successes.
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 $21 million to $31 billion with combined assets statewide of nearly $193 billion. IBAT member banks are committed to supporting and investing in their local communities.