First Republic Bank

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Sr Financial Planning Associate

Sr Financial Planning Associate

ID 
2015-1881
Job Locations 
US-CA-San Francisco
Category 
Wealth Management

More information about this job

Overview

First Republic is an ultra-high-touch bank that provides extraordinary client service. We believe that one-on-one interactions build lasting relationships. We move quickly to serve our clients’ needs so that their financial transactions are handled with ease and efficiency. Client trust and security are paramount in our line of business. Ultimately, our goal is unsurpassed client satisfaction which will lead to personal referrals – our number one source of new business.

We recognize that our competitive advantage starts with our people and our culture. At First Republic, we work hard and move quickly as a very coordinated team. If you are looking for an opportunity to grow and contribute in a fun, fast-paced environment, First Republic is the place for you. We have exceptional people focused on providing extraordinary service.

Responsibilities

The Senior Financial Planning Associate will support First Republic’s Senior Financial Planners who are responsible for the design, implementation and administration of comprehensive financial plans for the firm’s high net worth private clients (generally $10MM net worth and above). The position offers an excellent opportunity for an individual seeking to build a career in financial planning. Responsibilities range from providing internal support to financial planning professionals and back office operations to acting as the first point of contact for individual clients.

  • Assisting in the preparation of financial plans for high net worth clients
  • Assisting with the preparation of client correspondences, engagement letters, documents and presentations
  • Performing data entry and utilizing financial planning software packages
  • Managing and maintaining sensitive client information
  • Track client engagements and maintain ongoing metrics for client assets
  • Coordinating with private banking and wealth management teams and internal resources
  • Assist with invoicing for financial planning clients
  • Proficiency with Microsoft Office, Power Point, Excel and a familiarity with or ability to be trained on NumberCruncher , WealthTec and/or eMoney

Qualifications

Education:

  • Required: Bachelor’s degree, preferably with a focus on accounting, finance or economics. 

 

The successful candidate will demonstrate:

  • The Senior Financial Planning Associate will be an aspiring team player with a sincere desire to play a supporting role to a growing Financial Planning business. Importantly, the individual should demonstrate dynamic analytical and technical abilities, impeccable communication skills and strong attention to detail.
  • Strong interest in financial planning; experience with complicated planning a plus
  • Foundation in essential planning concepts (estates & trusts, insurance, stock options, taxes, cash flow planning) 
  • Basic knowledge of investments and financial markets
  • Familiarity with banking and wealth management products and services
  • Strong analytical and technical abilities
  • Willingness to be in a support role and handle administrative tasks
  • Ability to manage multiple responsibilities under high pressure
  • Strong communication and follow-up skills 
  • Sound judgment and reasoning abilities
  • A “high touch” client service approach
  • Minimum of 3-5 years of experience in financial planning or an analytical role
  • Intellectual curiosity
  • Tax background or Certified Financial Planner (CFP) designation preferred

 

Mental/Physical Requirements:

  • Vision must be sufficient to read data reports, manuals and computer screens 
  • Hearing must be sufficient to understand a conversation at normal volume, including telephone calls and in person 
  • Speech must be coherent to clearly convey or exchange information, including the giving and receiving of assignments and/or directions
  • Position involves sitting most of the time, but may involve walking or standing for brief periods of time
  • Must be able to travel in a limited capacity 

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