Planning & Investment Associate

Job Description

About Us

Harrison Wealth Management Group is a growing wealth management practice serving approximately 1,000 client relationships and overseeing $600 million in assets under management.

Our clients are primarily retirees, pre-retirees, business owners, executives, and multi-generational families. We believe in comprehensive financial planning, disciplined investment management, and long-term client relationships.

We are seeking a Planning & Investment Associate to become a key member of our advisory team. This individual will serve a key technical role in the practice, helping advisors deliver exceptional planning and investment advice while remaining focused on client relationships.

This is an ideal opportunity for someone who enjoys financial planning, investments, portfolio management, and analytical work.

Position Summary

The Planning & Investment Associate will support advisors through financial planning, portfolio management, trading, investment research, and client meeting preparation.

The role is designed to create advisor capacity, improve consistency across the practice, and enhance the client experience.

Primary Responsibilities

Financial Planning

• Build and maintain comprehensive financial plans
• Conduct retirement income analyses
• Run planning scenarios and stress tests
• Assist with tax-efficient planning strategies
• Assist with insurance analyses and recommendations
• Prepare planning recommendations for client meetings

Investment Management

• Execute portfolio trades
• Conduct account rebalancing
• Monitor model portfolios
• Assist with portfolio construction and implementation
• Support investment research and due diligence
• Review asset allocation and cash management opportunities

Client Meeting Support

• Prepare meeting agendas
• Assist with client review materials
• Prepare planning exhibits and recommendations
• Track implementation items and follow-up tasks
• Attend client meetings as appropriate

Advisor Support

• Provide technical planning support
• Conduct special research projects
• Improve planning and investment workflows

Qualifications

Preferred

• CFP professional or CFP candidate
• Bachelor's degree in Financial Planning, Finance, Economics, or related field
• 1-5 years of experience in wealth management, financial planning, or investment management
• Experience using financial planning software
• Strong understanding of retirement planning concepts
• Deep knowledge of financial markets and investment management
• Familiarity with portfolio management and trading processes

Personal Characteristics

• Extremely detail-oriented
• Strong analytical skills
• Organized and dependable
• Proactive problem solver
• Team-oriented
• Excellent written and verbal communication skills

What Success Looks Like

Within the first year:

• Advisors spend significantly more time on client meetings and relationship management
• Financial planning processes become more consistent and scalable
• Trading and portfolio implementation are executed efficiently and accurately
• Client meeting preparation is streamlined and proactive
• The Planning & Investment Associate becomes a trusted technical resource for the advisory team

Compensation

• Competitive base salary
• Performance bonus
• Professional development support
• CFP support (if applicable)