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Kemple Financial

Senior Financial Planning Associate(East Longmeadow, MA &middot; Hybrid Potential &middot; Growing Advisory Firm)About UsWe are a growing financial planning and tax practice based in East Longmeadow, MA. Our firm is built on long-term relationships, trust, and a hands-on approach with our clients. We work closely with individuals, families, and business owners to provide thoughtful financial guidance and a high level of service.As we continue to grow, we&rsquo;re looking to add an experienced Financial Planning Associate who can play a key role in both client service and financial planning.Position SummaryThis is a key role within our firm that bridges financial planning, client service, and internal operations.You&rsquo;ll work closely with the advisor to prepare and deliver financial plans, support client relationships, and help ensure a high-quality, consistent client experience.This is not an entry-level position&mdash;we are looking for someone with prior experience in financial services who can contribute immediately and grow with the firm.Key ResponsibilitiesFinancial Planning &amp; Analysis<ul><li>Gather and organize client financial data</li><li>Build and update financial plans (retirement, tax, insurance, etc.)</li><li>Prepare meeting materials and planning reports</li><li>Run projections and scenario analyses</li><li>Identify planning opportunities and potential issues</li></ul>Client Service &amp; Relationship Support<ul><li>Participate in client meetings (prep, attend, follow-up)</li><li>Serve as a point of contact for client questions and requests</li><li>Help maintain strong, long-term client relationships</li><li>Ensure timely follow-up and execution of planning recommendations</li></ul>Investment &amp; Account Support<ul><li>Assist with portfolio reviews and rebalancing</li><li>Prepare investment summaries and reports</li><li>Coordinate with custodians and third-party managers</li><li>Maintain accurate client and account data</li></ul>Operations &amp; Workflow<ul><li>Support CRM management and data accuracy</li><li>Track tasks, workflows, and client action items</li><li>Assist with onboarding and account maintenance processes</li><li>Help improve internal systems and efficiency</li></ul>Marketing &amp; Growth Support (Secondary)<ul><li>Assist with client communications (newsletters, updates)</li><li>Help coordinate client events or outreach initiatives</li><li>Support ongoing efforts to improve client experience</li></ul>QualificationsRequired:<ul><li>5+ years of experience in financial services (RIA, BD, or similar)</li><li>Strong understanding of financial planning concepts</li><li>Excellent organization and attention to detail</li><li>Strong communication skills (client-facing ability is key)</li><li>Ability to manage multiple priorities in a fast-paced environment</li></ul>Preferred:<ul><li>Progress toward or completion of CFP&reg; designation</li><li>FINRA licenses (Series 7/63/65) or willingness to obtain</li><li>Experience with financial planning software (e.g., RightCapital)</li><li>Familiarity with custodial platforms (NFS, etc.)</li></ul>What We&rsquo;re Looking For<ul><li>Someone who takes ownership and is proactive</li><li>Strong team player who enjoys working closely with clients</li><li>Detail-oriented but able to see the bigger picture</li><li>Interested in long-term growth within a financial planning firm</li></ul>What We Offer<ul><li>Flexible schedule and strong work-life balance</li><li>Collaborative, team-oriented environment</li><li>Opportunity to grow into a larger role over time</li><li>Competitive compensation based on experience</li></ul>Pay: $80,000.00 - $100,000.00 per yearBenefits:<ul><li>401(k)</li><li>401(k) matching</li><li>Health insurance</li><li>Paid time off</li><li>Professional development assistance</li><li>Work from home</li></ul>Work Location: Hybrid remote in East Longmeadow, MA 01028

Senior Financial Planning Manager

Join Kemple Financial and explore 1   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

Kemple Financial

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Senior Financial Planning Manager