Associate Financial Planner

Job Title: Associate Financial Planner 

Location: Tampa, FL (Remote) 

Company: Boston Integrity Financial Services and Insurance® 

About Us: Boston Integrity Financial Services and Insurance® is a growing financial planning firm dedicated to helping our clients achieve their financial goals. We pride ourselves on providing personalized financial advice and building long-term relationships with our clients. We are looking for a motivated and detail-oriented individual to join our team as an Associate Financial Planner. 

Job Summary: As an Associate Financial Planner, you will play a crucial role in supporting our financial planners and helping our clients achieve their financial objectives. This entry-level position is ideal for recent graduates or individuals starting their career in financial planning. You will receive comprehensive training and mentorship to develop your skills and grow within the company. 

Key Responsibilities: 

• Assist senior financial planners in creating and implementing comprehensive financial plans for clients. 
• Conduct research and gather data to support financial planning recommendations. 
• Prepare financial reports, projections, and analyses for client meetings. 
• Assist in client onboarding, including gathering necessary documentation and information. 
• Maintain client records and ensure accuracy and confidentiality of all information. 
• Respond to client inquiries and provide exceptional customer service. 
• Stay up-to-date with industry trends, regulations, and best practices. 
• Collaborate with team members to develop and improve financial planning processes. 

Qualifications: 

• Strong analytical and problem-solving skills. 
• Excellent attention to detail and organizational abilities. 
• Proficient in Microsoft Office Suite (Excel, Word, PowerPoint), eMoney Advisors, RedTail CRM, and video conferencing software (Zoom, Microsoft Teams and Google Meet).  
• Strong communication and interpersonal skills. 
• Ability to work both independently and as part of a team. 
• Desire to pursue a career in financial planning and obtain relevant certifications (e.g., CFP). 

Preferred Qualifications: 

• Previous internship or work experience in financial planning or a related field. 
• Familiarity with financial planning software and tools. 
• Basic understanding of investment products, retirement planning, tax planning, and estate planning. 

What you Need to Succeed: 

• Dependability and Commitment: Follow through on commitments and consistently deliver on their promises. 
• Honest Communication: Open and honest when communicating with colleagues, managers, and clients. Transparency and straightforwardness are essential. 
• Accountability: Take responsibility for your actions. Own up to mistakes and learn from them. 
• Attention to Detail: Meticulousness in delivering high quality results. 
• Proactive Problem-Solving: Our team actively seeks solutions to enhance processes and drive efficiency. This involves researching solutions to problems and collaborating with the team. 
• Productivity Boost After Training: Post-training learning allows employees to deepen their expertise. Whether it’s mastering advanced features of software tools, refining communication skills, or gaining domain-specific knowledge, ongoing learning enhances skill sets. 
• Stakeholder-Centric Approach: Prioritize serving not only our clients but also our team members and vendors in a professional and courteous manner. This collaborative mindset ensures effective partnerships across the board. 
• Passion for Learning and Development: As industries evolve, new technologies emerge, and market dynamics shift, individuals who actively seek knowledge can adapt more effectively. They stay ahead of the curve and contribute to organizational agility. 

What We Offer: 

• Comprehensive training and development programs. 
• Mentorship and support from experienced financial planners. 
• Opportunities for career growth and advancement. 
• Competitive salary and benefits package. 
• A collaborative and supportive work environment. 
• Flexible schedule and ability to work from home