Financial Planning Associate

About St. Clair Advisors

We are an independent, multi-family office serving the broad financial needs of a select group of wealthy families, business owners and corporate executives. Our services include investment advisory, tax planning, as well as estate and wealth transfer planning. Learn more at www.saintclairllc.com.

Financial Planning Associate

St. Clair Advisors is seeking an energetic, detail-oriented individual with great organizational skills to become part of our team. As a Financial Planning Associate, you will work directly with the client service team to provide financial and tax planning assistance, as well as client transaction support.

What We Are Looking For

• Bachelor’s degree in business, finance or accounting
• 3-5 years industry experience a plus
• Collaborative mindset and enjoy working in a team-based environment
• Excellent communication skills, both verbal and written
• Possess a client-first mentality
• Desire to learn all aspects of comprehensive financial planning including cash management, tax planning and estate planning

Duties and Responsibilities

• Work closely with Client Service Director’s (CSD) in managing client relationships
• Prepare charts, graphs, tables and other visual aids to present during meetings with clients
• Compile financial information and prepare quarterly income tax projections, net worth statements and cash flow analyses
• Execute various other tasks and follow up projects resulting from client meetings
• Research and model financial, charitable, estate, and tax planning topics as needed
• Work on other internal projects and initiatives to serve clients more efficiently and effectively

Compensation and Benefits

• Compensation commensurate with experience
• Paid Time Off
• Healthcare, disability, life insurance
• 401(k)/Profit Sharing Plan

Equal Employment Opportunity (EEO)

All qualified applicants are considered for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other category protected by applicable federal, state or local laws.