We’re Expanding: New Career Opportunity at LFA

Assistant Financial Planner  – Lighthouse Financial Advisors

Are you excited about building a career in financial planning? Do you have a knack for numbers, a love for problem-solving, and a genuine desire to help people achieve their financial dreams? If so, this role is for you! An Assistant Financial Planner will play a crucial part in supporting our Lead Financial Planner by helping to prepare comprehensive financial plans, conducting research, and assisting with client management. This is an opportunity to grow alongside a team of seasoned professionals, learning the ins and outs of financial planning while making an impact on our clients’ financial well-being.

At Lighthouse Financial Advisors, we believe in guiding our clients toward financial clarity and confidence, illuminating the path to their long-term goals. We are a forward-thinking firm that prioritizes personalized advice, cutting-edge technology, and a client-first approach. We play a crucial  role, collaborating closely with clients to analyze their financial situations and create customized plans that encompass investment strategies, retirement and estate planning, tax efficiency, and more.

Our team is dedicated to building lasting relationships and delivering financial strategies that make a real difference. As we continue to grow, we’re looking for a passionate and detail-oriented Assistant Financial Planner to join our team, helping us provide exceptional service & insight to our valued clients. Ideal candidates will have at least 1 to 2 years previous experience and working knowledge of the industry and a desire to attain the CFP designation.  For the right candidate without previous experience, we are open to training. Must have Bachelor’s degree from a 4 year institution.

Key Responsibilities:

• Financial & Tax Planning
  • Assist in the preparation and filing of individual tax returns and quarterly filings, staying current with continuing education in tax and financial law.
  • Contribute to the development and management of annual financial and tax agendas, helping to ensure alignment with client objectives and essential financial planning concepts to achieve success.
  • Assist in the resolution of tax notices and delinquencies, acting promptly to reassure and guide clients through solutions.

• Assist in preparation for Financial Review meeting for new prospects. Participate in entering, analyzing and creating recommendations based on current and prior data.
• Develop competence in building attainable education plans for clients’ children who are preparing for college. For those students, assist with directly managing tuition payments.
• Assist in the processing of payrolls & mandatory quarterly regulatory filings for applicable clients self-employed businesses.

• Investment Management
  • Assist in strategizing and managing client portfolios, supporting the creation of investment plans tailored to each client’s spending needs, risk tolerance and long-term financial goals.
  • Assist in analyzing portfolio performance and gathering data to provide recommendations for adjustments based on market conditions and client-specific factors.
  • Support the oversight of cash flow management to ensure it aligns with clients’ current financial needs and objectives.
• Client Relations
  • Build and sustain strong, trusting relationships with clients, understanding their goals and assisting in translating these into actionable, disciplined financial plans.
  • Serve as a reliable point of contact for clients, ensuring all their needs are addressed promptly.
  • Assist in the preparation for client meetings, coordinating with the team to ensure high standards of service and attention to detail.
  • Assist in streamlining routine tasks and ensuring smooth workflows to improve the efficiency of day-to-day operations.

For more information please contact us at 732-747-6697 or email your resume to info@lfadvisors.com