Hiring: Financial Planning Associate Company: Vaco by Highspring Location: Phoenix, AZ Job Posted Time: 2026-09-10 13:11:47 Employment Type: On-site Target Skills & Keywords : Financial Planning, GDPR, Phoenix, Series 7 About the job Experience: •2 years of experience in the financial services industry Required Skills: •Support financial planning and investment operations by preparing client documentation, maintaining records, and processing account paperwork. •Coordinate calendars, schedule client meetings, and assist with meeting preparation and follow-up. Develop and update financial plans, investment proposals, IPS documents, and needs analyses. •Prepare annual review packets, client correspondence, instruction letters, and performance reports. •Execute account transfers, funding requests, rollovers, trades, and portfolio rebalancing activities. Monitor client accounts, resolve trade issues, and ensure account eligibility and maintenance requirements are met. •Conduct client reviews, fact-finding meetings, and risk profile assessments. •Explain investment products, account performance, fees, and withdrawal options to clients. Research industry trends and market developments to support advisory recommendations. Ensure compliance with all firm policies and regulatory requirements. Qualifications: •Minimum of 2 years of experience in the financial services industry •Vaco/Highspring does not have knowledge of the tools used by its clients in making final hiring decisions and cannot opine on their use of AI products. •By submitting to this position, you are agreeing to be included in our talent pool for future hiring for similarly qualified positions. Compensation: •$65,000 - $80,000 / year Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!