Back to Job Search

Contingent Associate, Financial Planning

  • Location: San Francisco, 94111
  • Job Type:Contract

Posted 20 days ago

Contract Opportunity with a FULL suite of benefits!

Position: Contingent Associate, Financial Planning

Location: San Francisco, CA 94111

Term: 4 Months

Day-to-Day Responsibilities:
Assist in the preparation and development of financial plans
• Prepare client correspondences, engagement letters, miscellaneous documents and presentations
• Perform data entry utilizing financial planning software such as eMoney and WealthTec
• Manage and maintain client information
• Track client engagements and maintain ongoing metrics for the financial planning group
• Coordinate with private banking, wealth management teams and internal resources on client engagements
• Assist with invoicing fee based financial planning engagements
• Participate on various special projects related to planning
• The aspiration of being a team player with a sincere desire to play a role in a growing Financial Planning business. The individual should demonstrate dynamic analytical and technical abilities, impeccable communication skills and strong attention to detail
• Strong interest in financial planning; experience with complicated planning a plus
• Proficiency with Microsoft Office, Power Point, Excel and a familiarity with or ability to be trained on NumberCruncher, WealthTec, and eMoney software
• Some familiarity with or a foundation in essential planning concepts (estates & trusts, insurance, stock options, taxes, cash flow planning)
• Basic knowledge of investments and financial markets
• Familiarity with banking and wealth management products and services

Is this a good fit? (Requirements):
Strong analytical and technical abilities
• Willingness to be in a support role and handle administrative tasks
• Ability to manage multiple responsibilities under high pressure • Strong communication and follow-up skills
• Sound judgment and reasoning abilities
• A “high touch” client service approach
• Minimum of 1-3 years of experience in financial planning
• Intellectual curiosity
• Tax background or Certified Financial Planner (CFP) designation preferred but not required


About our client
Founded in 1985, our client and its subsidiaries offer private banking, private business banking and private wealth management, including investment, trust and brokerage services. Join a team that continues to make significant investments in its digital solutions, including upgrading our consumer-facing technology.

Candidates will be responsible for following the client's COVID-19 protocols. Please refer to your MATRIX representative for specifics.

About Us

At MATRIX, we expertly match talented professionals with job opportunities to elevate careers. Since 1983, we have placed thousands of professionals at innovative clients across every industry ranging from small startups to Fortune 50 companies. It’s why we’re consistently in the top 25 of all U.S. IT staffing firms and why our consultants rate us well above the industry average, earning us ClearlyRated's Best of Staffing awards year after year. People come to us for a job, and stay with us because of our top-notch consultant care.

MATRIX is and Equal Employment Opportunity employer and provides reasonable accommodations for qualified individuals.  Supporting medical or religious documentation will be required where applicable. If you are a qualified individual with a disability, you may request a reasonable accommodation under the American Disability Act (ADA) by emailing MATRIX_HR@MatrixRes.com. To ensure a quick response to your request, please use the words “Accommodation request” as the subject line of your email.