Financial Planning Associate

Position Overview:

The Financial Planning Associate position brings technical expertise to the firm and has responsibility for supporting the advisor in delivering financial planning advice to clients. The goal would be for he or she to serve as an in-house expert on financial planning issues once fully trained. You will work collaboratively with the firm’s advisors to support the delivery of services to clients, including helping clients understand their financial circumstances and opportunities to reach their short- and long-term financial objectives based on their specific financial situations and goals.

Position Core Characteristics

  • Ability to provide a high level of service and compassion to client relationships.
  • Detail oriented with strong analytical and problem-solving skills and a demonstrated ability to think critically and formulate recommendations.
  • A true passion for innovation (you’re excited about learning new software and you learn fast)
  • Excellent verbal and written communication and presentation skills.
  • Proactive team player – able to work in a fast-paced environment.
  • Ability to work independently and prioritize properly.

Position Responsibilities:

  • Assess clients’ financial situations and prepare and maintain comprehensive financial plans for clients consistent with each client’s goals.
  • Analyze results, develop recommendations, and partner with advisors to deliver to clients.
  • Perform in-depth tax analysis and cash flow planning for clients.
  • Follow up with clients to validate data received and clarify objectives. Ensure data requested is fulfilled.
  • Participate in client meetings and document meeting discussions.
  • Coordinate with advisors and team members to provide an outstanding client experience and identify additional opportunities to add value.
    • Assist with additional client support and coordination with outside resources as applicable based on client needs.
  • Maintain technical expertise and serve as an in-house expert on financial planning, providing advice and updates to team as appropriate.
    • Pursue continued education opportunities and networking and follow industry-specific research and publications.
  • Maintain an efficient and effective planning process consistent with firm and client needs.
  • Utilize appropriate software and tools to ensure accurate and timely client communications and reporting and maintenance of client records and files.
  • Other projects, responsibilities, and duties as assigned.


  • Bachelor’s Degree in Business, Finance, Accounting or a related field from an accredited college or university.
  • Proficiency in Microsoft Word, Excel, and Outlook.
  • Experience with eMoney financial planning software and Holistiplan tax planning software a plus.
  • Series 65 passed or to be passed within 90 days of start date.
  • Certified Financial Planner™ educational requirements in process or hold the Financial Paraplanner Qualified Professional (FPQP) designation desired.
  • 1-3 years relevant experience.


Our goal is to create an environment where you create the best work of your career. In order to do that we offer:

  • Professional Development– We focus on a culture of learning. We offer full financial reimbursement for almost all professional development interests and efforts.
  • Salary– We aim to offer highly competitive compensation, made up a base salary and annual bonus.
  • 401k – We offer the opportunity for you to contribute to a 401k directly from your paycheck and make an employer contribution of 3% of your salary.
  • Flexible PTO – Having plentiful “off the grid” time is a key to doing your best work. We offer flexible PTO. Take time when you need it. Everyone must take at least 10 days per year, and we highly encourage more.
  • Benefits– We offer short-term and long-term disability insurance, healthcare stipend and a company retirement plan.

How to apply?

Please record a short Loom video on what would make you a good candidate for this role and why you want to be part of the Davis Wealth Advisors team. If you don’t already have a Loom account, it is free to sign up. Please email your resume, cover letter and a link to the video to