Foster & Motley is looking for talented individuals to join our team for the following position:
About Foster & Motley
Foster & Motley is an independent, employee owned, fee-only wealth management firm providing clients with comprehensive financial planning and investment management. We currently manage over $2 Billion in client assets and have over 45 dedicated employees. The culture of the firm promotes collaboration, professional growth, and a commitment to providing exceptional client service.
Associate Financial Planner
Position Summary
Foster & Motley, Inc. is seeking an Associate Financial Planner to join our team. This is a full-time position located in Cincinnati, Ohio.
Responsibilities
- Support Financial Planners in the development and maintenance of comprehensive financial plans focused on cash flow, tax planning, investment strategy, retirement planning, estate planning, executive compensation planning and risk management
- Assist Financial Planners with client communications, implementing a financial plan, researching specific planning issues, and developing specialized analyses for a client’s comprehensive plan
- Develop and maintain a “client-first” service mentality
- Demonstrate a willingness to work as a team, find solutions and develop new skills
Qualifications
- Progress towards CFP® and/or CPA designation preferred
- Bachelor’s Degree required
- 0-5 years of professional experience in a wealth management or financial services field and a strong background in tax is preferred but not required
- Detail-oriented with a demand for a high degree of accuracy and ability to follow direction
- Highly proficient in Microsoft Office products. Proficiency in eMoney preferred but not required
- Excellent written and verbal communication skills
- Team player, able to work well with all levels of the firm and with clients
- Interest in professional and personal growth by involvement with professional and/or community organizations.
- Preferred start date: January or February 2025; will consider Spring 2025 graduate candidates
What This Role Offers
- Challenging work environment where you can make a difference in the lives of our clients
- This position has room for advancement within Foster & Motley
- Competitive salary commensurate with experience
- Annual profitability/performance bonus
- Safe Harbor 401(k) plan with discretionary profit sharing
- Medical, Short-Term/Long-Term Disability and Group Life insurance
- Paid vacation and paid parental leave
- Opportunities for professional growth and continuing education, including business development training
- Two days per week of remote work flexibility, starting after 90-day of employment
To Apply
If interested, please email your resume and cover letter to careers@fosterandmotley.com. All inquiries will be held in the strictest confidence.