ProspectBlue
Overview
ProspectBlue
is leading the search for a
Senior Financial Planning Associate
to join a highly regarded financial services firm in
Richmond, VA . About the Role The Senior Financial Planning Associate will play a key role in supporting advisors and clients through the creation and presentation of comprehensive financial plans. This individual will partner closely with advisors to provide high-quality analysis, research, and planning support across a wide range of financial topics—from retirement and estate planning to education and insurance strategies. Responsibilities
Research and analyze client inquiries on financial planning topics including education funding, estate and retirement planning, insurance, investments, and taxation. Prepare detailed financial plans and reports using planning tools such as
MoneyGuidePro . Participate in client meetings and seminars, providing technical planning support. Collaborate with internal teams and assist with training colleagues on financial planning software. Develop and maintain financial planning resources and materials, including guides, templates, and educational content. Communicate legislative and market updates to advisors through internal messaging and training initiatives. Qualifications
Bachelor’s degree or equivalent industry experience. CFP® designation
and prior experience in financial planning required. Experience with
MoneyGuidePro
or comparable financial planning software. Strong analytical, organizational, and communication skills. Professional, service-oriented demeanor with attention to detail and accuracy. Ability to manage multiple priorities independently in a fast-paced environment. Proficiency in Microsoft Office, especially Excel. Benefits
401(k) with company contribution and profit-sharing plan Health, dental, life, and disability insurance Paid time off and wellness programs A collaborative and collegial work culture If you’re an experienced financial planning professional seeking a dynamic, client-focused environment, we invite you to apply or reach out to
ProspectBlue
to learn more.
#J-18808-Ljbffr
ProspectBlue
is leading the search for a
Senior Financial Planning Associate
to join a highly regarded financial services firm in
Richmond, VA . About the Role The Senior Financial Planning Associate will play a key role in supporting advisors and clients through the creation and presentation of comprehensive financial plans. This individual will partner closely with advisors to provide high-quality analysis, research, and planning support across a wide range of financial topics—from retirement and estate planning to education and insurance strategies. Responsibilities
Research and analyze client inquiries on financial planning topics including education funding, estate and retirement planning, insurance, investments, and taxation. Prepare detailed financial plans and reports using planning tools such as
MoneyGuidePro . Participate in client meetings and seminars, providing technical planning support. Collaborate with internal teams and assist with training colleagues on financial planning software. Develop and maintain financial planning resources and materials, including guides, templates, and educational content. Communicate legislative and market updates to advisors through internal messaging and training initiatives. Qualifications
Bachelor’s degree or equivalent industry experience. CFP® designation
and prior experience in financial planning required. Experience with
MoneyGuidePro
or comparable financial planning software. Strong analytical, organizational, and communication skills. Professional, service-oriented demeanor with attention to detail and accuracy. Ability to manage multiple priorities independently in a fast-paced environment. Proficiency in Microsoft Office, especially Excel. Benefits
401(k) with company contribution and profit-sharing plan Health, dental, life, and disability insurance Paid time off and wellness programs A collaborative and collegial work culture If you’re an experienced financial planning professional seeking a dynamic, client-focused environment, we invite you to apply or reach out to
ProspectBlue
to learn more.
#J-18808-Ljbffr