Financial Planning Associate

Morton Wealth is currently looking for talented individuals who are interested in future opportunities for a Financial Planning Associate position.  We are a registered investment advisor that was formed in 1981 and manages roughly $3 billion in assets across 1,200+ families. We manage wealth personally with the goal of empowering better investors and encouraging families to enjoy their lives.  Our investment approach is distinctly not “Wall Street” as we are willing to look beyond traditional investments if we feel that alternative investments can more closely match our investment philosophy of risk management, true diversification and cash flow.

At Morton, our Financial Planning Associates play an important supportive role in the client experience as we believe that offering high-quality, nuanced financial planning is at the core of the value we bring to our clients. Working closely as a strategic partner with our Wealth Advisors, the core focus of this role is to advise high net worth clients on non-investment related financial planning subjects, including estate, insurance, tax, business and cash flow planning. In this role, you will have the opportunity to build relationships with our top clients, as well as participate in the growth of the company. Because we want our clients to have as strong of trust and relationship with our Financial Planning Associates as they do with their Wealth Advisor, each day offers opportunities to build your client-facing skillset, as well as planning acumen. 

While we don't have any immediate openings for this role, we always appreciate the opportunity to meet with strong candidates for future consideration.  If you are interested in speaking to us when a position does become available, please submit your resume and a member of our Human Capital Team will contact you to schedule an introductory call at the appropriate time. 

 Our ideal candidate for this role will strive to reflect our core values in the following ways:

• Excellence - Adds thoughtful and intuitive analysis when brainstorming with the team.  Exceptional attention to detail and works efficiently with little oversight.
• Empowerment - Confident in recommendations and relays information in a way that is understandable when presenting to clients.  Desires to continue learning and take on a specialty.
• Empathy - Helps other team members by considering what they will need to be successful.
• Ethical - Makes decisions and recommendations based on the best interest of the client.
• Engagement - Has a passion for understanding the job functions for each role and is fulfilled by understanding how those functions fit into the objectives of the entire firm.
• Enjoyment - Personal goals are focused around the team, personal fulfillment and helping others.

Daily responsibilities include:

• Work alongside advisory team and third-party professionals to deliver comprehensive financial planning, including in-depth reviews of cash flow planning, insurance policies and/or estate documents.
• Provide advisory team with updates on current financial planning news and changes.
• Develop comprehensive financial plans for high net worth clients , utilizing proficiency with eMoney.

Experience requirements:

• Minimum 3 years of experience in a financial planning or advisory role at a wealth management firm, preferably at an RIA.
• Certified Financial Planner (CFP) certification.

Our offer:

• Competitive compensation package
• Retirement and health benefits
• Transparent career tracks and opportunities for advancement within the organization