Financial Planning Associate
Description:
About Bouchey Financial Group
We are an independent, boutique wealth management firm dedicated to delivering exceptional service and thoughtful financial guidance that caters to our clients’ unique financial goals. With more than $1 billion in assets under management, our team brings industry-leading expertise to individuals, families, and businesses.
What sets us apart is our deep commitment to our clients, a collaborative and values-driven culture, and a clear path for professional growth. Joining our team means becoming part of a firm that invests in your development, values your perspective, and is committed to helping you grow into the advisor you aspire to be.
As an independent firm, we are committed to growing intentionally and delivering comprehensive, high-impact services that go beyond traditional investment management. Our role as a fiduciary allows us to remain fully aligned with our clients’ best interests—free from the conflicts often found in larger financial institutions. Most recently, we launched a sister company focused on tax preparation, deepening our ability to add value through integrated, personalized strategies across our clients’ entire financial lives. This expansion reflects our long-term vision: to continually evolve in ways that strengthen relationships, enhance service, and solidify our position as a forward-thinking leader in wealth management.
Financial Planning Associate
We are seeking a driven and detail-oriented individual to join our team as a Financial Planning Associate. Candidates from all backgrounds and levels of experience who are eager to contribute and grow within our firm are welcome to apply. This role offers the opportunity to work across client services, financial planning, portfolio management, and marketing while partnering with our trusted custodian, Charles Schwab.
Responsibilities
- Collaborate with Charles Schwab to open and onboard new client accounts seamlessly.
- Handle client requests related to transfers, distributions, and account updates.
- Foster strong relationships by addressing client needs promptly and professionally.
- Assist clients with portal access, troubleshooting, and other technology-related inquiries.
- Document all client calls and meetings in the firm’s CRM system to ensure accurate records.
- Work closely with advisors to prepare for financial planning meetings by gathering data, updating Money Guide Pro software and creating meeting materials.
- Update tax planning software and assist with tax projections.
- Help plan and execute client appreciation events.
- Support the firm’s marketing initiatives and charitable sponsorships.
Requirements
- Excellent organizational and technology proficiency.
- The ability to manage multiple projects and prioritize effectively.
- Meticulous attention to detail and commitment to following defined processes.
- Strong written and verbal communication skills.
- Strong analytical skills.
- Exceptional client service and a proactive, team-oriented mindset.
- An undergraduate degree is required.
- Will be required to pursue CFP® certification.
- Background in income tax preparation. Enrolled Agent or CPA designation a plus.
- Preferably two years of experience in financial services, client service, or a related role.
Firm Values
We believe that the best client outcomes—and the most fulfilling careers—are built on shared values. At Bouchey Financial Group, our culture is rooted in:
· Curiosity
· Positivity
· Growth orientation
· Compassion
· Unwavering commitment to the team and clients
These values guide how we serve our clients, collaborate as a team, and engage with our community. We’re looking for individuals who not only bring talent and drive, but who also resonate with these principles and are excited to grow within a values-driven environment.
Why Join Us?
This is an exciting opportunity to launch your financial planning career with a firm dedicated to providing personalized client service and fostering the professional development of its team members. Our collaborative and innovative environment is perfect for individuals who thrive in a dynamic, client-focused setting.
We’re proud to offer a competitive compensation package that reflects the value we place on our team. This includes a competitive base salary, bonus opportunities, fully paid medical insurance, and generous paid time off. We believe in supporting our employees’ well-being both inside and outside the workplace—because when our team thrives, so do our clients.
Bouchey Financial Group is a wealth management firm with offices in Troy, Saratoga Springs, Boston and South Florida. We work with individuals, families and businesses and we currently manage more than $1 billion in assets for our clients.