Financial Planning Associate - Hybrid

Are you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that’s making a bigger impact on the world? At OneDigital, we are on a mission to help people do their best work and live their best lives. From the services we offer to the way we show up for each other each day, we are fueling dreams, achieving big goals, and embracing each other’s truest selves.

We understand that pursuing a new job is a big deal. Maybe you’re afraid you won’t fit in. Well, here’s the good news. For us, the days of “fit in to get in” are over and being different is not a barrier to getting ahead. Greatness comes in all shapes, sizes, colors, and experience levels. If you are looking for a people-first culture that is wired for growth, driven to serve, and totally committed to having your back, give us a shot. Your best life awaits.

Our Newest Opportunity: 

This role provides hands-on support to financial advisors by gathering client information, creating financial plans, and delivering presentations using financial planning software. You'll become an expert on OneDigital's financial planning process and platform, ensuring a smooth client experience.

Essential Duties and Responsibilities (includes but is not limited to):

• Gain in-depth knowledge of OneDigital's financial planning software (MoneyGuidePro)

  and associated technology. Assist in exploring and implementing new workflows to

  enhance efficiency within the financial planning process.

• Assist with gathering client data, analyzing financial situations, and crafting financial

  plans aligned with client goals and risk tolerance.

• Translate complex financial information into clear, concise, and visually appealing

  presentations for client meetings.

• Partner with the team to identify opportunities for automation, standardization, and

  improved data management within the financial planning process.

• Work closely with financial advisors to understand their needs and provide ongoing

  support. Maintain open communication to ensure a seamless client experience.

• Actively research and learn about the latest trends and best practices in financial

  planning and associated technology.

Qualifications, Skills and Requirements:

• Proven ability to analyze complex financial data and translate it into clear and actionable insights.
• Strong analytical and problem-solving skills.
• Some experience with financial planning software and technology, MoneyGuidePro preferred.
• Detail-oriented with a focus on accuracy and efficiency.
• Proven success with multi-tasking and managing priorities effectively.
• Ability to work independently and manage multiple priorities effectively.
• Excellent communication and presentation skills with the ability to engage clients on financial concepts.
• Continual learner mentality, able to adopt new solutions and interpret the impact of new laws for prospective clients.
• Strong commitment to continuous learning and professional development.
• Proficiency with Microsoft Office Suite (Word, Excel, and PowerPoint).
• Demonstrated discipline maintaining client information in a CRM, Salesforce preferred.
• Must be able to maintain confidentiality of highly sensitive client information, including personnel and financial data.
• Regular and predictable attendance is required.
• Business travel up to 25%.

Education, Training and Experience:

• Bachelor's degree in Business, Economics, Finance, or a related field (preferred), or relevant experience in retirement plan service.
• CFP® Certification preferred.
• 0-5 years of experience in financial planning.

Other:

This job description should not be construed to imply that these requirements are the

exclusive standards of the position. Incumbents will follow any other instructions and

perform any related duties as required. Reasonable accommodation will be provided for

qualified individuals with disabilities. The employer has the right to revise this job description

at any time. The job description is not to be construed as a contract for employment.

Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company’s performance. We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts.
To learn more, visit: www.onedigital.com/careers

Thank you for your interest in joining the OneDigital team!