Planning Associate (Financial Planning)
The Bahnsen Group, Cranberry, PA, United States
OPPORTUNITY
The Bahnsen Group (TBG) is seeking an Associate to join their Planning Department. The role is a full-time, in-office position in our Pittsburgh office in the Cranberry Township (Southwest Butler County). The position is a client-facing role, focused on providing financial planning advice while working closely with Private Wealth Advisors. Planners at The Bahnsen Group have access to various software and tools and are given both ample guidance and autonomy to perform their craft. There is ample opportunity to grow within the Planning Department's leadership or into a Private Wealth Advisor. The Associate reports to the Planning Department Director and is available beginning May 2026.
RESPONSIBILITIES
Assist in financial plan construction, data input, data gathering, aggregation, and plan generation as a support to our Private Wealth Advisor group
Collect and aggregate financial planning information from clients
Utilization of e*Money and Holistiplan financial planning software
Supporting client administrative needs around e*Money
Ability to create robust financial plans and formulate recommendations for clients
Assist Private Wealth Advisors with ad hoc financial planning projects for clientsPrepare financial planning deliverables and lead financial planning meetings with high-net-worth clients
QUALIFICATIONS
1-5 years of professional experience (preferred experience in an RIA/wirehouse or financial services firm)
Bachelor's degree required
Strong interest in pursuing the CFP® credential (preferred if the candidate has already begun coursework; designation not needed for hire)
Thorough understanding of core financial planning concepts – cash flow planning, retirement, tax, estate, insurance, etc.
Accurate, organized, and detail-oriented
Effective communicator who is highly responsive and can provide thoughtful advice to clients
CONSIDERATION
Salary commensurate with experience
Discretionary company bonus up to 15% of salary
Discretionary Advisor paid bonus
Full benefits package including medical, dental, vision, and disability
401(k) plan with TBG contribution of 3% of compensation
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The Bahnsen Group (TBG) is seeking an Associate to join their Planning Department. The role is a full-time, in-office position in our Pittsburgh office in the Cranberry Township (Southwest Butler County). The position is a client-facing role, focused on providing financial planning advice while working closely with Private Wealth Advisors. Planners at The Bahnsen Group have access to various software and tools and are given both ample guidance and autonomy to perform their craft. There is ample opportunity to grow within the Planning Department's leadership or into a Private Wealth Advisor. The Associate reports to the Planning Department Director and is available beginning May 2026.
RESPONSIBILITIES
Assist in financial plan construction, data input, data gathering, aggregation, and plan generation as a support to our Private Wealth Advisor group
Collect and aggregate financial planning information from clients
Utilization of e*Money and Holistiplan financial planning software
Supporting client administrative needs around e*Money
Ability to create robust financial plans and formulate recommendations for clients
Assist Private Wealth Advisors with ad hoc financial planning projects for clientsPrepare financial planning deliverables and lead financial planning meetings with high-net-worth clients
QUALIFICATIONS
1-5 years of professional experience (preferred experience in an RIA/wirehouse or financial services firm)
Bachelor's degree required
Strong interest in pursuing the CFP® credential (preferred if the candidate has already begun coursework; designation not needed for hire)
Thorough understanding of core financial planning concepts – cash flow planning, retirement, tax, estate, insurance, etc.
Accurate, organized, and detail-oriented
Effective communicator who is highly responsive and can provide thoughtful advice to clients
CONSIDERATION
Salary commensurate with experience
Discretionary company bonus up to 15% of salary
Discretionary Advisor paid bonus
Full benefits package including medical, dental, vision, and disability
401(k) plan with TBG contribution of 3% of compensation
#J-18808-Ljbffr