Planning Associate (Financial Planning)The Bahnsen Group
ABOUT
At the Bahnsen Group, our vision is to be the highest quality provider of wealth management services to those within our sphere of influence. We do not want to merely be great; we want to be extraordinary; extraordinary in the size and scope of our business, but more importantly, extraordinary in the impact we have on our clients' financial lives.
Consistently ranked as one of the top companies to work for, The Bahnsen Group is a private wealth management firm which has created an exceptional culture for its employees to participate in the fulfillment of its success. The Bahnsen Group has offices in eleven locations around the country (Newport Beach, CA; New York City; Nashville, TN; Minneapolis, MN; Bend, OR; Phoenix, AZ; Austin, TX; West Palm Beach, FL; Grand Rapids, MI; Dallas, TX; and Silicon Valley, CA) and 90 employees. The firm manages over $8.5 billion of client capital and is widely recognized as one of the leading firms in the industry, consistently ranked as a top advisor by Barron's, Forbes, and the Financial Times. The company was founded in 2015 as a liftout from Morgan Stanley, where company founder, David Bahnsen, was a leading advisor and Managing Director. Since that inception, the company has grown at over +29% per year for ten years running and added a Tax Services department, Risk Department, a comprehensive Family Office offering, and a fully professionalized platform delivering best-in-class client experience.
OPPORTUNITY
The Bahnsen Group (TBG) is seeking an Associate to join their Planning Department. The role is a full-time, in-office position in our Newport Beach, CA office. The position is a client-facing role, focused on providing financial planning advice while working closely with Private Wealth Advisors. Planners at The Bahnsen Group have access to various software and tools and are given both ample guidance and autonomy to perform their craft. There is ample opportunity to grow within the Planning Department's leadership or into a Private Wealth Advisor. The Associate reports to the Planning Department Director.
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
QUALIFICATIONS
2-5 years of professional experience (preferred experience in an RIA/wirehouse or financial services firm)
Bachelor's degree required
Strong interest in pursuing the CFP® credential (preferred if the candidate has already begun coursework; designation not needed for hire)
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
CONSIDERATION
Salary commensurate with experience
Full benefits package including medical, dental, vision, and disability
401(k) plan with TBG contribution of 3% of compensation
Discretionary annual bonus
For more information, or to apply now, you must go to the website below. Please DO NOT email your resume to us as we only accept applications through our website.
https://thebahnsengroup.isolvedhire.com/jobs/1676244-530438.html
