• Senior Financial Planning Associate

    ID
    2018-6615
    Job Locations
    US-CA-Los Angeles
    Category
    Wealth Management
  • 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 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.

     

     

    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 in assets 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 and/or WealthTec

     

    Qualifications

     

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

    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.

     

    The successful candidate will demonstrate:

     

    • 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

     

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