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 Financial Planning Associate will be responsible for the oversight of multiple operational and administrative functions within the Financial Planning Group. The Financial Planning Associate will also be responsible for developing and maintaining internal bank relationships to promote Financial Planning Services to the $1-5 million net worth client segment. This position offers an excellent opportunity for an individual seeking to build a career in financial planning. Responsibilities range from working with an internal support team, understanding financial planning software to acting as the first point of contact for individual clients.
The successful candidate will demonstrate: