Associate Financial Planning Consultant
At a glance
Mid-level FP&A role at Candidate Experience site (CX). Citrus Heights · full-time · $72,000–$100,000 base.
financeroles summary, based on the employer's posting.
What you'll do
- Build financial plans from client information, then use planning software to assess their situations
- Review portfolios, assess asset mixes and prepare trades to rebalance accounts
- Join client meetings to capture notes and handle follow-up, including routine account and financial questions
- Handle account paperwork, transfers and cost-basis updates, and keep CRM records and performance reports current
- Research investment products and managers, and build custom tools for specific planning decisions
What you bring
- A bachelor's degree in finance, business or a related discipline
- Required licenses include Series 7, 63 and 65, plus life insurance
- Financial planning, investment or related experience is preferred, with two to five years noted
Who this fits
This mid-level role suits someone developing toward independent advisory work while supporting senior advisors with technical analysis and client service. You must be near the Citrus Heights, California office; the job is generally office-based, with travel up to five percent.
From the employer
GLH&C Financial Services is a full-service, comprehensive wealth management firm in Citrus Heights, California. Our professional team has over 100 years of combined industry experience, and we offer a variety of services ranging from investment advisory to estate planning. We are committed to building long-term relationships with our clients while helping them navigate and manage the unexpected changes that life and the economy, can present. Our business continues to grow, and we could not have accomplished so much without the support of our talented and professional team members. We offer a strong culture, competitive pay and benefits, and a collaborative workplace that supports employee development and an investment in long-term success.
The Associate Financial Planning Consultant role is a critical position within a financial planning team, designed to provide technical and client support to senior advisors while developing the expertise and skills necessary for a future independent advisory role. This position involves assisting with financial planning preparation, client service, and operational tasks to create capacity for Lead Advisors or Managing Directors. The Associate Fin Financial Planning Consultant may also contribute to firm initiatives, internal projects, and strategic goals.
Candidates must be located near our Citrus Heights, CA office.
What You'll Do:
- General Support
- Assist Partner Advisors with analysis, client service, and technical tasks.
- Develop and refine technical skills.
- Collaborate with team members to ensure seamless client service delivery.
- Analytical Support
- Prepare financial plans by gathering and analyzing client data using financial planning software.
- Attend client meetings to take detailed notes and provide follow-up support.
- Conduct portfolio reviews, asset allocation analysis, and generate rebalancing trades.
- Research financial products, investment managers, and services to support client recommendations.
- Create custom spreadsheets or tools for analyzing specific planning scenarios or purchase decisions.
- Client Service
- Respond to basic client inquiries regarding account access, statements, or general financial questions.
- Facilitate fund transfers, update cost-based information, and complete account-related forms.
- Maintain accurate records in CRM systems and generate performance reports using portfolio management tools.
- Provide product education or options to clients as needed.
What You Need to Have:
- Bachelor’s degree in finance, business, or a related field.
- 2–5 years of experience in financial planning, investments, or related areas preferred.
- Series 7, 63, 65 , as well as a Life Insurance license, are required.
What's Nice to Have:
- Strong analytical skills with attention to detail.
- Excellent communication skills for both client interactions and internal collaboration.
- Ability to manage multiple priorities efficiently in a fast-paced environment.
- Proficiency with financial planning software (e.g., eMoney, MoneyGuidePro) and portfolio management tools is preferred.
Travel Requirements: Up to 5%
The position is generally office-based with occasional travel for client meetings or professional events. It requires a combination of independent work on technical tasks and collaborative efforts with the advisory team.
Compensation:
The base salary range for this role in Citrus Heights, CA is $72,000-$100,000, plus a competitive performance-based bonus. Base salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Salary range may also differ significantly due to geography and cost of labor considerations.