Job Description

Associate Advisor

Master Plan Investment Group is a growing financial planning and investment management firm located in Hopewell, NJ. We are seeking a hybrid Associate Advisor to join our team. This position will assist in providing excellent financial planning and investment management services for our clients. If you want to join a team that is dedicated to their clients & staff and has created a culture of inclusion and success, this may be a good fit for you.

This position will be hybrid. Two days in the office, three days working from home. We will provide you with equipment to work from home, but you will be expected to have a workspace that you can work comfortably.

Compensation:

• Salary range of $80K-100K, commensurate with relevant experience
• Quarterly bonuses up to 10% of salary
• Great work/life balance with a Monday-Friday schedule
• Health insurance stipend
• 401(k) with 3% employer match after one year of service
• Generous professional development budget
• Professional, fun, motivating atmosphere
• Hybrid work environment

Responsibilities include:

• Prepare financial plans for clients and prospects and participate in client meetings with lead advisor
• Respond to client requests with timeliness and accuracy in mind
• Assist advisors with client meeting prep and follow-up tasks
• Update internal portfolio models using MorningStar and broker dealer model management system, when quarterly model updates are communicated.
• Calendar management for financial advisor(s) including client appointments (this role is managed by another associate at the firm)
• Prepare materials and support for retirement plan meetings.
• Assist with and eventually lead retirement plan participant education meetings
• Manage quarterly communications with plan sponsors and participants
• We are a team that is always striving to improve our processes and we ask our entire team to help identify areas where we can improve. We want your input to help this position better and better over time!

Requirements:

• Three years of financial services experience
• Adept and skilled with technology, third party software, and the use of Microsoft Office products (Word, PowerPoint, Excel, etc.)
• Experience working with financial planning software (i.e. RightCapital, IncomeLab) and Morningstar

Skills:

• Series 7 and 66 (or 63 & 65) or the ability to obtain within one year or less after hire
• Ability to prioritize tasks, problem-solve, and meet deadlines
• Organization skills & attention to detail
• Ability to anticipate client and advisor needs
• Ability to work independently while prioritizing projects and managing your time
• Ability to learn and implement new technology and software quickly
• Ability to communicate well and work in a collaborative environment
• Ability to follow office processes and policies related to office operations & client privacy

The process:

Qualified candidates will start the process by having a 15-30 minute Zoom interview conducted by our recruiting consultant. If there is ground to move forward, you will be required to fill out a Career History Form and if you are selected to advance, you will be invited for an interview with the firm. Qualified candidates will be asked to take assessments.

We are an Equal Opportunity Employer.

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