Associate Financial Planner (Summer 2027 Start)

About Us:Foster & Motley is a growing, independent, employee-owned, fee-only Registered Investment Advisory (RIA) firm that provides clients with investment management and comprehensive financial planning. We currently manage over $3 Billion in client assets and have over 50 dedicated employees. The firm's culture promotes collaboration, professional growth, and a commitment to providing exceptional client service.

Do you have the skills to fill this role Read the complete details below, and make your application today.
Position Summary:Support Financial Planners in the development and maintenance of comprehensive financial plans, conducting research, and managing client data. This is a full-time position located in Cincinnati, Ohio. We anticipate that this role will begin in June of 2027.
Essential Functions:Plan Development: Prepare and update comprehensive financial plans, including retirement projections, tax planning, cash flow analysis, and estate planning strategiesClient Support: Participate in client meetings, take detailed notes, and manage post-meeting follow-up itemsAnalysis: Gather, input, and analyze client financial data using software such as eMoney, Salesforce, and ExcelImplementation: Assist with investment implementation, including account opening, asset allocation changes, and money movement, while ensuring compliance with regulationsResearch & Documentation: Research specific planning issues, prepare investment proposals, and maintain accurate client recordsClient Communications: Draft client emails, meeting agendas and follow-up summaries for Financial Planners to review, and help keep clients informed on the status of action items and plan updates
Qualifications:Progress towards CFP® and/or CPA designation preferredBachelor’s Degree required0-5 years of professional experience in a wealth management or financial services field and a background in tax is preferred but not requiredStrong attention to detail and accuracyHighly proficient in Microsoft Office products. Proficiency in eMoney preferred but not requiredExcellent written and verbal communication skillsDevelop and maintain a “client-first” service mentalityDemonstrate a willingness to work as a team with all levels of the firm and with clients Resourceful problem-solver who’s eager to learnInterest in professional and personal growth by involvement with professional and/or community organizations
What This Role Offers:A collaborative and challenging work environment xzbcwsv where you can make a difference in the lives of our clientsThis position has room for advancement within Foster & MotleyCompetitive salary commensurate with experienceAnnual profitability/performance bonusSafe Harbor 401(k) plan with discretionary profit sharingMedical, Dental, Vision InsuranceShort-Term/Long-Term Disability and Group Life insurancePaid vacation and paid parental leaveOpportunities for professional growth and continuing education16 hours per week of remote work flexibility, starting after 90-days of employment
How to Apply:Interested candidates should submit their resume and a cover letter outlining their qualifications and experience to We'll review applications on a rolling basis this fall, with an anticipated start in June 2027.