Job summary
Job post source
This job is directly from Prime Capital Financial
Job overview
The Financial Planning Associate at Prime Capital Financial supports financial advisors by preparing comprehensive financial plans and assisting in strategy implementation to enhance client financial outcomes.
Responsibilities and impact
The role involves collaborating with advisors to create financial plans, supporting implementation of strategies, attending client meetings, managing financial planning software, and ensuring accurate documentation and client follow-up.
Experience and skills
Candidates must have a bachelor's degree in Financial Planning or related field, 1-3 years financial services experience, CFP® certification or commitment to obtain it, Series 65 license or commitment to obtain it, and proficiency with financial planning software platforms; strong communication and organizational skills are essential.
Career development
The position offers opportunities for professional growth through active participation in team meetings and professional development, with a focus on continuous learning and certification attainment.
Work environment and culture
Prime Capital Financial emphasizes a culture of integrity, collaboration, accountability, and a growth mindset, fostering a client-centered and professional work environment.
Company information
Prime Capital Financial is a financial services firm committed to service excellence, providing expert financial planning and advisory services with a focus on client care and team development.
Team overview
The associate will work closely with experienced financial advisors and planners across multiple market locations, reporting to the Director of Financial Planning.
Unique job features
The role is distinguished by its use of multiple advanced financial planning software platforms and a strong emphasis on personalized client service and ethical standards.
Company overview
Prime Capital Financial is a leading financial services firm specializing in wealth management, investment advisory, and financial planning. They generate revenue through advisory fees, asset management, and financial consulting services. Founded in 1998, the company has grown significantly, establishing a strong reputation for personalized client service and innovative financial solutions. Their commitment to fiduciary responsibility and a client-centric approach has positioned them as a trusted partner in the financial industry.
How to land this job
Position your resume to emphasize your experience supporting financial advisors and preparing comprehensive financial plans, showcasing your analytical and detail-oriented skills relevant to Prime Capital Financial's client-focused approach.
Highlight proficiency with financial planning software platforms such as eMoney, MoneyGuidePro, Holistiplan, Nitrogen, and Wealth.com, as well as your ability to manage client data and perform scenario analysis.
Apply through multiple channels including the Prime Capital Financial corporate website, LinkedIn job postings, and reputable financial services job boards to maximize your application visibility.
Connect with current Financial Planning team members or advisors at Prime Capital Financial on LinkedIn; start conversations by complimenting recent company initiatives or asking about the team's approach to client strategy implementation.
Optimize your resume for ATS by integrating keywords from the job description such as 'financial planning,' 'CFP® certification,' 'strategy implementation,' 'financial planning software,' and 'client service,' ensuring your resume passes automated screening.
Use Jennie Johnson's Power Apply feature to automate tailored resume submissions across multiple platforms, identify relevant LinkedIn contacts for networking, and save valuable time to focus on interview preparation and skill development.
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