We are seeking a candidate with previous financial planning experience or education to join our team as a Financial Planning Associate. This position offers growth potential and will be responsible for providing support for a broad range of financial planning services from general consultation to comprehensive financial planning.
Responsibilities will include, but are not limited to:
Researching questions from financial advisors and clients relating to the following financial planning topics: education funding, estate and retirement planning, insurance, investment and tax issues
Participating in client meetings and seminars
Gathering information for entry into financial planning software programs
Training colleagues on MoneyGuidePro and other planning tools
Collaborating with other internal departments as needed (such as Insurance, Retirement Plans, Asset Management, Marketing, Information Technology)
Creating and updating financial planning related materials used by financial advisors in their daily practice: questionnaires, marketing guides, brochures, letters, etc.
Creating internal messages that provide financial advisors with marketing ideas, education, and legislative updates
College degree or relevant industry experience
CFP® designation and prior financial planning experience preferred
Experience with MoneyGuidePro or similar planning software preferred
Professional and service-oriented demeanor
Strong written and oral communication skills
Strong organizational and problem-solving skills with an attention to detail
Ability to handle and prioritize multiple tasks within a stated deadline
Ability to take direction and complete assignments with little supervision
Proficient with Excel and other Microsoft Office products
Desire to work in a team environment and the ability to thrive in a fast-paced and changing work environment
SALARY & BENEFITS:
We offer a competitive salary and excellent benefit program, including safe harbor 401(k) contribution, profit sharing plan, disability and life insurance, high deductible health plan with an HSA, an on-site Health Center, Paid Time Off and elective dental benefits. We offer wellness programs and support a friendly and collegial culture, with company sponsored volunteer opportunities during business hours.
Davenport & Company LLC provides equal employment and advancement opportunities to all colleagues and applicants for employment without regard to race, color, ethnicity, religion, gender, pregnancy/childbirth, age, national origin, sexual orientation, gender identity or expression, disability or perceived disability, genetic information, citizenship, veteran or military status, marital or domestic partner status, or any other category protected by federal, state and/or local laws.
About Davenport & Company
Headquartered in Richmond, Virginia, Davenport & Company LLC has 23 locations in Virginia, North Carolina, South Carolina, Georgia and Maryland. The firm is 100 percent employee owned and has more than 400 associates, including 175 Investment Executives. Davenport offers a wide range of investment services for individuals, corporations, institutions, and municipalities including comprehensive stock and bond brokerage, investment management, research, financial planning, insurance, public finance, and corporate finance services. Davenport & Company is an active member of the New York Stock Exchange; Financial Industry Regulatory Authority; Securities Industry and Financial Markets Association; Securities Investor Protection Corporation; and Bond Dealers of America.