Associate Financial Planner

Job Description

Associate Financial Planner | MassMutual Northwest

The Tone:
This is a full-time role at MassMutual Northwest, located in Mercer Island, WA. The company is seeking a detail-oriented individual to play a critical role in its financial planning process, blending financial analysis with client service. As an Associate Financial Planner, you will be an integral part of the client experience, going beyond just technical tasks to directly ensure clients receive clarity and dedicated follow-through. This position is ideal for someone who thrives in a collaborative, high-standard professional environment and is passionate about the mechanics of financial planning, without the pressure of building their own client book.

The TL;DR
• Role: Early Career
• Type: Full-time
• Location: In-person, Mercer Island, WA

• Team: Works collaboratively with Lead Planners and firm leadership.
• Mission: To support the comprehensive financial planning process, executing technical tasks, ensuring accurate data, and providing dedicated client follow-through to deliver clarity and achieve client objectives.
• Tech Stack: Excel, CRM, Financial planning software (e.g., eMoney, MoneyGuidePro), Portfolio management tools.

What You’ll Actually Do
• Financial Plan Development: Construct and meticulously maintain comprehensive financial plans, ensuring all data is accurate and reflects the client’s current goals and objectives.
• Portfolio Management: Provide support in the construction, diligent monitoring, and strategic rebalancing of investment portfolios.
• Client Meeting Support: Actively participate in specific client meetings, offering essential technical support, capturing detailed notes, and accurately documenting key decisions.
• Post-Meeting Action Item Management: Take full ownership of all post-meeting follow-up, ensuring administrative and technical action items are executed promptly and clearly communicated to the client.
• Technical Research: Conduct thorough research on specific planning strategies, tax implications, and various investment options to effectively support the Lead Planner.

The Must-Haves
• Background: An undergraduate degree is a fundamental requirement.
• Experience: Prior experience in a Financial Planning or Associate Planner role is considered ideal but is not a prerequisite for this position. Candidates must either hold active securities licenses (Series 7 & 65/66) or demonstrate a willingness to successfully accomplish all required licensing within six months of hire.
• Skills: Strong command of Excel and other relevant technology tools is essential. The role demands exceptional organizational skills coupled with a “zero-error” mindset for data entry and meticulous meeting documentation. Additionally, the ability to clearly distill complex financial concepts into concise, actionable notes and client correspondence is critical.
• Bonus: Progress toward or successful achievement of the CFP® designation is a significant advantage.