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 so that their financial needs and goals are addressed 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.
The Senior Financial Planning Associate will support First Republic’s Financial Planners who are responsible for the development, design and implementation of comprehensive financial plans as well as other wealth planning deliverables. The Financial Planning group services multiple client segments but the Financial Planning Associate will primarily support the Financial Planners for the $5mm+ net worth client. There may also be opportunity to serve the $1-5mm net worth client segment. 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.
The successful candidate will demonstrate: