financial planning and analysis associate

Riko

Job OverviewAt Riko Group, we manage healthcare clinics and build software that helps healthcare providers run their clinics more intelligently.We&rsquo;re looking for a Finance Associate to join our growing team. The ideal candidate has 1&ndash;5 years of experience in financial planning and analysis, can lead business discussions, and is comfortable building financial models under tight deadlines.We are an in-person first team based in Midtown Manhattan, near Bryant Park. The estimated annual salary range for this role is $80,000&ndash;$110,000, depending on prior experience. Benefits include group health insurance, a 401k plan, paid time off and occasional free lunches.What You&rsquo;ll Do<ul><li>Own the company consolidated financial model, including reporting on past performance and forecasting expected performance</li><li>Provide ad-hoc financial analysis to support strategic decision-making</li><li>Help run budgeting and headcount planning cycles</li><li>Build and maintain internal tools that streamline payment flows, corporate filings, accounting and document management</li></ul>What You&rsquo;ll Need<ul><li>1&ndash;5 years of FP&amp;A experience. Entry-level candidates with strong interest are welcome to apply</li><li>Ability to think strategically and lead business discussions</li><li>Strong financial modeling and quantitative analysis skills</li><li>Solid understanding of accounting and financial statements</li><li>Advanced proficiency in Microsoft Excel</li><li>Willingness to learn new software, tech and process re-engineering</li></ul>Job Type: Full-timePay: $80,000.00 - $110,000.00 per yearBenefits:<ul><li>401(k) matching</li><li>Health insurance</li></ul>Work Location: In person

Associate, FP&A

Newmark

<div>Title: FP&amp;A Associate
Location: New York, NY onsite
Comp Range: $110-130k base; 10-15% target bonus 
Team Overview:
The Corporate FP&amp;A team is responsible for the consolidated results of Newmark across several different business lines and support functions, leading the reporting, budgeting and forecasting efforts across the finance organization. Responsible for working across the different teams and functions across the finance function to ensure accuracy of management reporting, ensuring support function and occupancy allocations are fairly and accurately applied to each business line, consolidated results are accurate, understanding both the bottom line, and the details driving the performance of the company. 
Job Description:
This position will support Newmark&rsquo;s Corporate FP&amp;A team&rsquo;s focus on Back Office reporting and business partnering through core financial reporting, forecasting, budgeting, and expense management activities. This role will act as a key finance business partner to corporate and functional leaders, ensuring accurate, timely, and insightful financial information to support decision‑making within Newmark&rsquo;s back office and support functions.
Key Responsibilities:
<ul><li>Back Office Financial Planning &amp; Analysis:
<ul><li>Support the corporate FP&amp;A function across forecasting, budgeting, and expense tracking processes
</li><li>Partner with functional leaders to clearly communicate financial insight, variance analysis, and ongoing performance monitoring
</li><li>Assist in developing and maintaining annual budgets, reforecasts, and long‑range planning models for Newmark&rsquo;s support functions
</li><li>Track operating expenses against budget and forecast, identifying risks, opportunities, and key drivers
</li><li>Lead technology spend tracking and reporting; tracking expenses at a project level for actuals, forecasts and the budget.
</li><li>Support the preparation and maintenance of cost allocations across functions and business units
</li><li>Ensure data integrity across reporting outputs, working closely with stakeholders to resolve discrepancies
</li><li>Coordinate with an offshore finance team to ensure timely delivery, accuracy, and adherence to reporting standards
</li></ul></li><li>Brokerage &amp; Ad Hoc Support
<ul><li>Provide incremental financial support to brokerage and other business lines as needed
</li><li>Assist with special projects, analyses, and ad hoc requests related to corporate and brokerage finance. 
</li></ul></li></ul>Salary Range Language
The expected base salary for this position ranges from $125,000 to $130,000 annually. The actual base salary will be determined on an individualized basis taking into account a wide range of factors including, but not limited to, relevant skills, experience, education, and, where applicable, licenses or certifications held. In addition to base salary and a competitive benefits package (including health, vision, and dental insurance, paid time off and a 401(k) retirement plan with employer matching), this position may be eligible for additional types of compensation including discretionary bonuses and other short- and long-term incentives (e.g., deferred cash, equity, etc.). 
Qualifications &amp; Experience
<ul><li>Bachelor&rsquo;s degree in Finance, Accounting, Economics, or a related field
</li><li>3&ndash;5 years of experience in FP&amp;A, corporate finance, or a related analytical role
</li><li>Strong understanding of budgeting, forecasting, and financial reporting processes
</li><li>Experience working with consolidated financials and management reporting packages
</li><li>Advanced Excel skills; experience with financial systems and reporting tools preferred
</li><li>Ability to manage multiple priorities and work effectively with both onshore and offshore teams
</li>Exposure to AI &amp; workflow automation tools like Alteryx, Copilot, Claude, Perplexity 
<li>
</li></ul>Key Attributes
<ul><li>Strong analytical skills with attention to detail and data accuracy
</li><li>Clear communicator, able to translate financial results into actionable insights to senior executives
</li><li>Proactive, organized, and comfortable working in a fast‑paced, deadline‑driven environment
</li>Collaborative mindset with the ability to partner effectively across functions 
<li>
</li></ul>Working Conditions: Normal working conditions with the absence of disagreeable elements.
Note: The statements herein are intended to describe the general nature and level of work being performed by employees, and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified.
Newmark is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex including sexual orientation and gender identity, national origin, disability, protected Veteran Status, or any other characteristic protected by applicable federal, state, or local law.</div>

Associate

Chime

<div>
 
 About The Role
 
 
 
 We&rsquo;re seeking a Finance Associate to support the Payments function at Chime! In this role, you will play a critical part in ensuring forecasting accuracy while driving forward high-impact strategic and financial initiatives. You&rsquo;ll partner closely with business leaders and finance team members to provide insights, influence decision-making, and help shape Chime&rsquo;s financial strategy.
 
 
 Supporting Cost of Revenue (COR), you will collaborate with cross-functional partners across Strategy, Product, Data, Engineering, and Accounting to drive accuracy, visibility, and predictability in our cost forecasting. You will help design and operationalize scalable forecasting models, improve data pipelines, and ensure alignment between financial models and underlying business drivers.
 
 
 You will support key COR forecasting areas such as processing, network, and bank-related costs, partnering with stakeholders to understand key drivers like transaction volume, pricing changes, and product evolution. You will also work closely with Accounting during close to validate actuals, explain variances, and ensure financial accuracy.
 
 
 In addition, you&rsquo;ll play a key role in the bottoms-up planning and forecasting process, develop financial models and reporting, and proactively identify opportunities to leverage AI and automation to improve forecasting accuracy, scalability, and efficiency. We are looking for an analytical problem-solver who can break down complex problems into actionable components without losing sight of the overall strategy.
 
 
 The base salary offered for this role and level of experience will begin at $105,000.00 and up to $145,000.00. Full-time employees are also eligible for a bonus, competitive equity package, and benefits. The actual base salary offered may be higher, depending on your location, skills, qualifications, and experience.
 
 
 
 In this role, you can expect to
 
 
 
 <ul>
 <li>
 Own and improve COR forecasting processes, incorporating key drivers such as transaction volumes, pricing, vendor changes, and product evolution
 </li>
 <li>
 Develop, deliver, and maintain Cost of Revenue reporting and dashboards (e.g., vendor costs, transaction drivers) to ensure visibility and accuracy for business and finance leadership
 </li>
 <li>
 Partner cross-functionally with Strategy, Product, Data, Engineering, and Accounting to support financial decision-making and accountability
 </li>
 <li>
 Support monthly close processes by validating actuals, and explaining variances and business performance across COR categories
 </li>
 <li>
 Leverage AI and automation to streamline financial processes, improve data quality, and enhance scalable reporting and forecasting capabilities that support Chime&rsquo;s growth and enable smarter, faster decision-making
 </li>
 <li>
 Support ad hoc analyses and strategic initiatives focused on optimization opportunities across COR
 
 
 </li>
 </ul>
 
 To thrive in this role, you have
 
 
 
 <ul>
 <li>
 Minimum 3+ years of Finance/FP&amp;A, investment banking, Big 4 accounting/advisory, or consulting experience
 </li>
 <li>
 Bachelor's Degree, or equivalent degree in Finance, Accounting, Economics or other relevant field
 </li>
 <li>
 Track record of budgeting, forecasting, and financial modeling with strong accuracy and attention to detail
 </li>
 <li>
 Strong sense of ownership and commitment to quality, working diligently to navigate ambiguity/obstacles and drive projects to completion
 </li>
 <li>
 Strong process-improvement mindset with demonstrated ability to leverage AI and automation to scale finance workflows and improve forecasting precision and turnaround time
 </li>
 <li>
 Proven ability to manage multiple priorities and competing deadlines in a fast-paced environment
 </li>
 <li>
 Advanced G-Suite, Microsoft Excel, Word, and presentation tools (PowerPoint, G-Slides) skills required
 </li>
 <li>
 Experience identifying, designing, or deploying AI-driven use cases within finance workflows (e.g., forecasting automation, reporting acceleration, variance analysis, or scenario modeling)
 </li>
 <li>
 Bonus Experience: Pigment, Netsuite, Looker, Workday, SQL, Snowflake, Python/coding tools, and direct experience with R&amp;D and/or transaction loss forecasting
 
 
 </li>
 </ul>
 
 A Little About Us
 
 
 
 At Chime, we believe that everyone can achieve financial progress. We created Chime&mdash;a financial technology company, not a bank*&mdash;on the premise that core banking services should be helpful, easy, and free. Through our user-friendly tools and intuitive platforms, we empower our members to take control of their finances and work towards their goals. Whether it's starting a savings account, purchasing a first car or home, launching a business, or pursuing higher education, we're proud to have helped millions unlock their financial potential.
 
 
 We're a team of problem solvers, dreamers, and builders with one shared obsession: our members. From day one, Chimers have worked tirelessly to out-hustle and out-execute competitors to bring our mission to life. Their grit and determination inspire us to work harder every day to deliver the very best experience possible. We each bring an owner's mindset to our work, refusing to be outdone and holding ourselves accountable to meet and exceed the highest bars for our teams, our company, and our members.
 
 
 We believe in being bold, dreaming big, and taking risks, while also working together, embracing our diverse perspectives, and giving each other honest feedback. Our culture remains deeply entrepreneurial, encouraging every Chimer to see themselves as stewards of our mission to help everyday Americans unlock their financial progress.
 
 
 We know that to achieve our mission, we must earn and keep people's trust&mdash;so we hold ourselves to the highest standards of integrity in everything we do. These aren't just words on a wall&mdash;our values are embedded in every aspect of our business, serving as a north star that guides us as we work to help millions achieve their financial potential.
 
 
 Because if we don't&mdash;who will?
 
 
 <ul>
 <li>
 Chime is a financial technology company, not a bank. Banking services provided by The Bancorp Bank, N.A. or Stride Bank, N.A., Members FDIC.
 
 
 </li>
 </ul>
 
 What We Offer For Our Full-time, Regular Employees
 
 
 
 <ul>
 <li>
 🏢 Our in-office work policy is designed to keep you connected - with four days a week in the office and Fridays from home for those near one of our offices, plus team and company-wide events depending on location. Whether you&rsquo;re coming in regularly or are part of our fully remote program, you&rsquo;ll stay engaged with your work and teammates.
 </li>
 <li>
 💻 In-office perks including backup child, elder, and/or pet care, plus a subsidized commuter benefit to support your regular commute
 </li>
 <li>
 💰 Competitive salary based on experience
 </li>
 <li>
 ✨ 401k match plus great medical, dental, vision, life, and disability benefits
 </li>
 <li>
 🏝 Generous vacation policy and company-wide Chime Days, bonus company-wide paid days off
 </li>
 <li>
 🫂 1% of your time off to support local community organizations of your choice
 </li>
 <li>
 👟 Annual wellness stipend to use towards eligible wellness related expenses
 </li>
 <li>
 👶 Up to 24 weeks of paid parental leave for birthing parents and 12 weeks of paid parental leave for non-birthing parents
 </li>
 <li>
 👪 Access to Maven, a family planning tool, with $15k lifetime reimbursement for egg freezing, fertility treatments, adoption, and more.
 </li>
 <li>
 🎉 In-person and virtual events to connect with your fellow Chimers&mdash;think cooking classes, guided meditations, music festivals, mixology classes, paint nights, etc., and delicious snack boxes, too!
 </li>
 <li>
 💚 A challenging and fulfilling opportunity to join one of the most experienced teams in FinTech and help millions unlock financial progress
 
 
 </li>
 </ul>
 We know that great work can&rsquo;t be done without a diverse team and inclusive environment. That&rsquo;s why we specifically look for individuals of varying strengths, skills, backgrounds, and ideas to join our team. We believe this gives us a competitive advantage to better serve our members and helps us all grow as Chimers and individuals.
 
 
 Chime is proud to be an Equal Opportunity Employer. We consider qualified applicants without regard to race, color, ancestry, religion, sex, national origin, sexual orientation, gender identity, age, marital or family status, disability, genetic information, veteran status, or any other legally protected basis under provincial, federal, state, and local laws, regulations, or ordinances. We will also consider qualified applicants with criminal histories in a manner consistent with the requirements of state and local laws, including the San Francisco Fair Chance Ordinance, Cook County Ordinance, NYC Fair Chance Act, and the LA City Fair Chance Ordinance, and consistent with Canadian provincial and federal laws. If you have a disability or special need that requires accommodation during any stage of the application process, please contact: benefits@chime.com.
 
 
 To learn more about how Chime collects and uses your personal information during the application process, please see the Chime Applicant Privacy Notice.
</div>

Finance Associate

Uber

<div>This is a hybrid role and you must be located in, or willing to relocate to, New York or San Francisco for the position.
 
 
About the Role
 
 
The Autonomous Mobility and Delivery (AM&amp;D) team is seeking a Strategic Finance Associate to help build the economic frameworks and scalable processes required to grow Uber's global autonomous operations across mobility and delivery. You will serve as a primary architect of the AV P&amp;L, developing sophisticated models to optimize unit economics and partnering closely with Accounting to design robust SOPs and financial structures necessary for a rapidly evolving industry. As a core thought partner to Ops and Finance leadership, you will craft the commercial constructs that enable the business to scale efficiently, requiring a blend of technical financial rigor, cross-functional collaboration, and a passion for the future of autonomous technology.
 
 
So if you're ready to dive into a rewarding set of challenges and you've got the proven financial skills, experience, passion, and strong team mentality - read on and get in touch!
 
 
What You'll Do
<ul><li>Financial &amp; Operational Planning: Partner with company leaders to develop financial forecasts and operational goals
</li><li>Partner with the business: To apply business judgment and financial insights to assist with decision-making related to new initiatives, products, and business opportunities
</li><li>Sophisticated financial modeling: Break complex business problems down into components, and build models from scratch as well as improve existing models
</li><li>Strategic Thinking &amp; Execution Excellence: Partner with your team to execute projects and operationalize our insights
</li><li>Work closely with accounting to provide input on management reporting needs and better understand our actuals
</li><li>Be creative, adaptive, and eager to learn new technical skill sets
</li></ul>Basic Qualifications
<ul><li>BS/BA in Finance, Accounting, Economics, MIS or other relevant subject
</li><li>2+ years of proven experience
</li><li>Experience with Excel/Google Sheets
</li><li>Prior financial and/or analytical experience including FP&amp;A, investment banking, management consulting, private equity, or operations
</li></ul>Preferred Qualifications
<ul><li>Outstanding analytical skills - standard methodologies are second nature, and your models are efficient, scalable, and intuitive
</li><li>Excellent communication and people skills - numbers are key, but a business is built with people
</li><li>Self-starter - you will take initiative, be dedicated, set and drive toward goals
</li><li>Ability to prioritize - we are consistently working on multiple projects at any given time, so we are looking for someone who is comfortable working in an ambiguous environment and has the ability to optimally multitask
</li><li>Standout colleague - this is a highly collaborative and encouraging team environment
</li><li>Attention to detail and ability to execute in a fast-paced environment
</li><li>Basic knowledge of GAAP
</li>Experience with enterprise-level financial planning systems, SQL, and/or statistical software package 
<li>
</li></ul> 
 
For New York, NY-based roles: The base salary range for this role is USD$106,000 per year - USD$118,000 per year. For San Francisco, CA-based roles: The base salary range for this role is USD$106,000 per year - USD$118,000 per year. For all US locations, you will be eligible to participate in Uber's bonus program, and may be offered an equity award &amp; other types of comp. All full-time employees are eligible to participate in a 401(k) plan. You will also be eligible for various benefits. More details can be found at the following link https://jobs.uber.com/en/benefits.</div>

Associate, Strategic Finance - Autonomous Mobility & Delivery

AES Corporation

<div>Are you ready to be part of a company that's not just talking about the future, but actively shaping it? Join The AES Corporation (NYSE: AES), a Fortune 500 company that's leading the charge in the global energy revolution. With operations spanning 14 countries, AES is committed to shaping a future through innovation and collaboration. Our dedication to innovation has earned us recognition as one of the Top Ten Best Workplaces for Innovators by Fast Company in 2022. And with our certification as a Great Place to Work, you can be confident that you're joining a company that values its people just as much as its groundbreaking ideas.
AES is proudly ranked #1 globally in renewable energy sales to corporations, and with $12.7B in revenues in 2023, we have the resources and expertise to make a significant impact as we provide electricity to 25 million customers worldwide. As the world moves towards a net-zero future, AES is committed to meeting the Paris Agreement's goals by 2050. Our innovative solutions, such as 24/7 carbon-free energy for data centers, are setting the pace for rapid, global decarbonization.
If you're ready to be part of a company that's not just adapting to change, but driving it, AES is the place for you. We're not just building a cleaner, more sustainable future - we're powering it. Apply now and energize your career with a true leader in the global energy transformation.<div><div>
Principal Duties and Responsibilities:</div><div> 
The FP&amp;A Associate will provide wholistic financial management of a portfolio of ~1GW of thermal and Utility scale renewable power plants in operations.</div><div><ul><li>
Wholistic financial management includes monthly performance review, monthly forecasting of EBITDA and earnings, annual budgeting, identifying financial risk and opportunities, working with asset management and operations leaders to optimize financial performance</li></ul></div><div><ul><li>
Support lender and tax equity relationship and reporting</li></ul></div><div> 
Core Competencies:</div><div>
Candidates need excellent problem solving, communication and interpersonal skills, along with patience, a positive attitude, and the ability to work in a demanding team environment. They should also possess the following competencies:</div><div><ul><li>
Ability to coordinate different projects cross functional. Influence without direct authority</li></ul></div><div><ul><li>
Good communicator, able to tell business driver stories from the numbers</li></ul></div><div><ul><li>
Good analytical and time management skills</li></ul></div><div><ul><li>
Bring strong attention to detail and ability to zoom out and see the big picture</li></ul></div><div><ul><li>
Proven ability to produce high quality work and meet deadlines</li></ul></div><div><ul><li>
 Has experience moving multiple projects forward and juggling competing priorities</li></ul></div><div> 
Qualifications</div><div><ul><li>
5+ years&rsquo; experience in preparing and coordinating budgets, forecasts, and related reporting.</li></ul></div><div><ul><li>
Strong understanding of Generally Accepted Accounting Principles (GAAP) including experience with financial reporting, forecasting and analysis across the income statement, balance sheet and statement of cash flows.</li></ul></div></div><div><div><ul><li>
Ability to work effectively with accounting systems, SAP, BPC, Anaplan or similar</li></ul></div><div><ul><li>
Experience building 3 statement financial models from scratch.</li></ul></div><div><ul><li>
Has experience with financial oversight for renewable power plants or thermal power plant. Coal power plant experience is a plus</li></ul></div><div><ul><li>
Fluent in English (required); proficiency in Spanish is a plus</li></ul></div><div> 
Education:</div><div><ul><li>
Bachelor&rsquo;s degree in finance or accounting, or a relevant field</li></ul></div></div> 

AES is an Equal Opportunity Employer who is committed to building strength and delivering long-term sustainability through diversity and inclusion. Respecting all backgrounds, differences and perspectives enables us to improve the lives of our people, customers, suppliers, contractors, and the communities in which we live and work. All qualified applicants will receive consideration for employment without regard to sex, sexual orientation, gender, gender identity and/or expression, race, national origin, ethnicity, age, religion, marital status, physical or mental disability, pregnancy, childbirth, or related medical condition, military or veteran status, or any other characteristic protected under applicable law. E-Verify Notice: AES will provide the Social Security Administration (SSA) and if necessary, the Department of Homeland Security (DHS) with information from each new employee's I-9 to confirm work authorization.
The expected salary for this position, at commencement of employment, is between $105,000 and $131,325/year; however, base pay offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. The total compensation package for this position also includes annual bonus. The benefits offered for this position are: medical, dental, and vision coverage, life insurance, 401(k) eligibility, and paid time off (including vacation, sick leave time, and parental leave). Details of participation in these benefit plans will be provided if a candidate receives an offer of employment. If hired, employee will be in an &ldquo;at-will position&rdquo; and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.
Apply by clicking the application link below and submitting your information. The deadline to apply for this role is</div>

FP&A Associate

Zarea.pk

Job Title: Investment AssociateLocation: Lahore Cantt. (On-site)Company: Zarea LimitedAbout Us:Zarea Limited is Pakistan's largest and fastest-growing digital marketplace for physical commodities. We deliver end-to-end solutions across commodities trading, logistics, warehousing, financing, data &amp; analytics, and a seamless digital experience. Our commitment to innovation, transparency, and operational excellence enables us to create long-term value for our stakeholders.The Role:We are seeking a motivated and analytical Investment Associate to support the company&rsquo;s investment activities, financial analysis, and portfolio monitoring. The ideal candidate will be a CA Finalist with relevant experience in investment analysis or corporate finance, capable of working closely with senior management in evaluating opportunities and supporting strategic financial decisions.Key Responsibilities:<ul><li>Assist in analyzing and evaluating potential investment opportunities through financial and business analysis.</li><li>Prepare financial models, forecasts, and investment summaries to support decision-making.</li><li>Support portfolio monitoring by tracking performance and preparing periodic reports.</li><li>Conduct market, industry, and competitor research to identify trends and insights.</li><li>Assist senior management in investment planning, strategy execution, and performance review.</li><li>Support due diligence processes, including financial review and documentation.</li><li>Coordinate with internal teams and external stakeholders such as auditors, consultants, and financial institutions.</li><li>Ensure compliance with internal financial policies and regulatory requirements.</li><li>Maintain accurate financial records and support reporting requirements related to investments.</li></ul>Qualifications and Requirements:<ul><li>CA Finalist (mandatory).</li><li>6 to 7 years of relevant experience in investment analysis, corporate finance, advisory, or related financial roles.</li><li>Working knowledge of financial modeling, valuation, and financial statement analysis.</li><li>Basic understanding of investment principles, portfolio analysis, and risk management.</li><li>Proficiency in MS Excel and financial analysis tools.</li><li>Good analytical and problem-solving skills.</li><li>Ability to work independently and collaboratively in a team environment.</li><li>Strong communication skills with attention to detail and deadlines.</li></ul>Salary:Competitive and based on experience.Work Timing:9:00 AM &ndash; 6:00 PM (Monday to Friday)10:00 AM &ndash; 4:00 PM (Saturday)How to Apply:Interested candidates are encouraged to share their updated CV at hr@zarea.pkJob Type: Full-timeWork Location: In person

Investment Associate

SignalPoint Asset Management

Job Title: Associate Financial PlannerLocation: Springfield, MOJob Type: Full-TimeAbout UsAt SignalPoint, we are dedicated to helping individuals and families across the Ozarks achieve their long-term financial goals. Located in Springfield, Missouri, we pride ourselves on delivering comprehensive, fiduciary wealth management with a deeply personalized touch. We believe that financial planning is about more than just numbers; it&rsquo;s about building lasting relationships and actively investing in the community we call home.Position OverviewWe are seeking a highly motivated and relationship-driven Associate Financial Planner to join our growing team. In this dynamic role, you will be the connective tissue between our lead advisors, our clients, and the Springfield community. You will assist in the development of financial plans, provide white-glove service to our existing clientele, and act as a brand ambassador to expand our firm's local footprint.This is an ideal opportunity for an emerging financial professional who is on the path to becoming a CFP&reg; and wants to build a career balancing finance with high-impact human connection.Key Responsibilities1. Financial Planning &amp; AnalysisCollaborate with Lead Advisors to gather client data, analyze financial situations, and co-develop comprehensive financial plans.Utilize financial planning software (RightCapital) to build out retirement projections, tax strategies, and estate planning models.Assist in portfolio research, investment analysis, and the preparation of asset allocation proposals.Prepare detailed meeting agendas, financial plan updates, and post-meeting action plans for client reviews.2. Client Service &amp; Relationship ManagementServe as a primary point of contact for client inquiries, ensuring prompt, empathetic, and accurate resolutions to their requests.Manage the client onboarding process, ensuring new clients experience a seamless transition to our firm.Maintain and update client records and workflows in our CRM to ensure accurate tracking of client milestones and communications.Anticipate client needs by monitoring account activity, RMDs (Required Minimum Distributions), and cash flow requirements.3. Community Engagement &amp; OutreachRepresent SignalPoint at local networking events, such as the Springfield Area Chamber of Commerce meetings, local rotary clubs, and young professional groups (e.g., The Network).Assist in planning, coordinating, and executing client appreciation events and educational seminars in the Springfield area.Identify and cultivate partnerships with local nonprofits and charities that align with the firm&rsquo;s community values.Contribute ideas for local marketing initiatives and community-focused social media content.QualificationsEducation: Bachelor&rsquo;s degree required, preferably in Finance, Personal Financial Planning, Business, or Economics.Licensing/Certifications: Series 65 (or 7 and 66) active, or the ability to obtain within the first 90 days of employment.Skills:Exceptional interpersonal and communication skills (both written and verbal).High attention to detail and strong organizational capabilities.Proficiency with Google Workspace; experience with industry CRM and financial planning software is a major plus.Local Connection: A strong desire to live, work, and build a long-term network in Springfield, MO, and the broader Southwest Missouri region.What We OfferCompetitive base salary commensurate with experience, plus performance-based bonus opportunities.Comprehensive benefits package including health, dental, and vision insurance.Retirement plan with an employer match.Generous Paid Time Off (PTO) and paid holidays.Financial support and dedicated study time for the CFP&reg; exam and other relevant industry designations.A collaborative, mentorship-focused culture designed to help you grow into a Lead Advisor role.Pay: $50,000.00 - $60,000.00 per yearBenefits:<ul><li>Dental insurance</li><li>Financial planning services</li><li>Health insurance</li><li>Professional development assistance</li><li>Retirement plan</li></ul>Work Location: In person

Associate Financial Planner

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