Foster & Motley is looking for talented individuals to join our team for the following position:
About Foster & Motley
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.
Associate Financial Planner
Position Summary
Foster & Motley, Inc. is seeking an Associate Financial Planner to join our team. This is a full-time position located in Cincinnati, Ohio. The Associate Financial Planner supports the Financial Planners in the development and maintenance of comprehensive financial plans, conducting research, and managing client data. 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 strategies
- Client Support: Participate in client meetings, take detailed notes, and manage post-meeting follow-up items
- Analysis: Gather, input, and analyze client financial data using software such as eMoney, Salesforce, and Excel
- Implementation: Assist with investment implementation, including account opening, asset allocation changes, and money movement, while ensuring compliance with regulations
- Research & Documentation: Research specific planning issues, prepare investment proposals, and maintain accurate client records
- Client 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 preferred
- Bachelor’s Degree required
- 0-5 years of professional experience in a wealth management or financial services field and a background in tax is preferred but not required
- Strong attention to detail and accuracy
- Highly proficient in Microsoft Office products. Proficiency in eMoney preferred but not required
- Excellent written and verbal communication skills
- Develop and maintain a “client-first” service mentality
- Demonstrate a willingness to work as a team with all levels of the firm and with clients
- Resourceful problem-solver who’s eager to learn
- Interest in professional and personal growth by involvement with professional and/or community organizations
What This Role Offers
- A collaborative and challenging work environment where you can make a difference in the lives of our clients
- This position has room for advancement within Foster & Motley
- Competitive salary commensurate with experience
- Annual profitability/performance bonus
- Safe Harbor 401(k) plan with discretionary profit sharing
- Medical, Dental, Vision, Short-Term/Long-Term Disability, and Group Life insurance
- Paid time off and paid parental leave
- Opportunities for professional growth and continuing education
- Up to 16 hours per week of remote work flexibility, starting after 90-days of employment
To Apply
Interested candidates should submit their resume and a cover letter outlining their qualifications and experience to
careers@fosterandmotley.com. We'll review applications on a rolling basis this fall, with an anticipated start in June 2027.