Financial Planning Associate Job Vacancy in TCI Wealth Advisors, Inc. Reno, NV 89519 – Latest Jobs in Reno, NV 89519

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Company Name : TCI Wealth Advisors, Inc.
Location : Reno, NV 89519
Position : Financial Planning Associate

Job Description : POSITION DESCRIPTION
The Financial Planning Associate I (FPA1) will perform a wide range of planning, education, research, and analysis duties for both existing and prospective clients of TCI Wealth Advisors. The FPA1 must have the ability to utilize critical thinking skills, work independently, and anticipate firm needs and client questions. The FPA1 will participate in client meetings, but not in an advice or decision-making capacity.
SCOPE & EXPECTATIONS
The first stage for the Financial Planning Associate I will focus on:

Obtaining the Series 65 License
Developing competency in the financial planning tools and FPA tasks (e.g., retirement cash flows)
Becoming competent in the TCI planning process and concepts
Understanding of the service and operations basics
Providing broad support to Advisor Teams in the client deliverables

The second stage for the Financial Planning Associate I will focus on:

Assignment to specific Advisor Teams and completion of FPA duties for those Advisors’ clients
Participation in client meetings with the potential of the Advisor delegating some responsibilities (e.g., leading the discussion on the retirement cash flow)
The opportunity to develop client interaction skills through delivery of analysis outcomes and planning opportunities
Passing the CFP exam

PRIMARY RESPONSIBILITIES
The Financial Planning Associate I can expect to focus in the following areas:
Assist Advisors with several important elements of the financial planning process, including, but not limited to:

Analyze data from current or prospective clients, including assets, liabilities, insurance policies, estate documents, and tax returns
Analyzing overall asset class allocations of both current and prospective client portfolios and comparing them to target allocations
Evaluating investment options available in outside accounts and implementing account allocations with respect to client’s investment objectives
Creating net worth statements
Utilizing financial planning software to create and maintain financial plans for clients
Summarizing key components of life, disability, and long-term care insurance
Researching financial planning issues and contacting outside experts as necessary

Attend client meetings in a technical, support, and learning role

Prepare Cash Flow Analysis to prospective and current clients
Assist with documenting information relative to the development of financial plans and other related workflows

The above statements are intended to describe the general nature and level of work being performed. They are not intended to be an exhaustive list of all responsibilities required of the incumbent in this position.
KNOWLEDGE, SKILLS & ABILITIES

Bachelor’s Degree in Business, Finance, or related discipline; with Personal Financial Planning focus strongly preferred
Series 65 license or willingness to obtain license required in the first year of employment
CFP® Certification or willingness to obtain certification
Proficiency with Word, Excel, PowerPoint, and Outlook
Keen attention to detail and highly developed analytical skills
Committed to TCI’s Core Values and upholding the highest ethical behavior
Demonstrate professional, ethical, and courteous conduct in responsibilities and dealings with clients, prospects, COIs, colleagues, and other business entities with which TCI Wealth Advisors has a relationship
Client-first attitude – Seeks to provide outstanding service to all internal and external clients. Strives to develop and maintain strong, long-term relationships

Equivalent combination of education and experience will be considered.
TCI Wealth Advisors is an Equal Opportunity Employer
Job Type: Full-time
Pay: $24.04 – $38.46 per hour
Benefits:

401(k)
Dental insurance
Employee assistance program
Health insurance
Health savings account
Life insurance
Paid time off
Parental leave
Relocation assistance
Vision insurance

Schedule:

Monday to Friday

Supplemental Pay:

Bonus pay

Work Location: One location

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