Financial Planning Associate

Financial Planning Associate

Firm: W.A. Smith Financial Group

Location: Sheffield Village, OH

Overview:

W.A. Smith Financial Group located in Sheffield Village, OH is seeking a highly detail-oriented and systems-driven Financial Planning Associate to support our advisory team in delivering precise, timely, and actionable investment, estate and tax planning outputs.

This role is responsible for managing client data across multiple planning platforms, ensuring accuracy, efficiency, and seamless internal delivery to advisors.

This is not a client-facing sales role.

This is a precision execution role that directly impacts planning quality, advisor effectiveness, and client outcomes.

If you are someone who thrives on accuracy, systems, and follow-through — this role is critical to our growth.

What You’ll Do:

• Support investment, estate, and tax planning workflows, assisting with client onboarding and data entry
• Upload individual tax returns in tax planning software to generate accurate planning outputs
• Manage business tax return uploads and analysis in Tax Planner Pro, delivering clean outputs to advisors
• Ensure all data is entered accurately and processed efficiently across platforms
• Maintain clean, organized, and up-to-date documentation in Salesforce and internal systems
• Complete all assigned Salesforce tasks within 24–48 hours
• Support system integrations and identify opportunities to improve workflows across platforms
• Collaborate with advisors and internal teams to ensure planning outputs are actionable and timely

What an A-Player Looks Like in This Role:

At W.A. Smith Financial Group, A-Players don’t just complete tasks — they deliver outcomes.

An A-Player in this role:

• Is detail-obsessed and accuracy-driven
• Takes pride in clean, error-free work
• Follows through without being reminded
• Thrives in structured, process-driven environments
• Owns deadlines and consistently hits them
• Identifies inefficiencies and suggests improvements
• Is Hungry, Humble, and Smart
• Wants to be measured and held accountable

This Role Is Right For You If:

✔ You enjoy working with data, systems, and processes

✔ You take pride in accuracy and attention to detail

✔ You naturally follow up and close loops

✔ You like working behind the scenes to support a team

✔ You are comfortable working across multiple platforms

✔ You want to be measured by performance and output

This Role Is NOT Right For You If:

✘ You prefer high-level or vague work over detailed execution

✘ You struggle with organization or deadlines

✘ You overlook small details or make frequent errors

✘ You need constant direction to complete tasks

✘ You are uncomfortable working within systems and processes

✘ You are not motivated by measurable performance standards

We do not accept “good enough.”

Accuracy and execution matter here.

What We’re Looking For:

• Strong attention to detail and organizational skills
• Experience working with data, spreadsheets, or financial documents
• Ability to manage multiple tasks and deadlines simultaneously
• Strong communication skills for internal collaboration
• Self-starter mindset with high accountability
• Experience with CRM systems (Salesforce preferred)
• Experience with financial planning or tax software is a plus

What You’ll Get:

Pay & Perks:

• Competitive salary based on experience
• Health, dental, and vision insurance after 60 days
• Group life insurance
• AD&D life insurance
• 401(k)
• Paid holidays
• PTO
• Company-sponsored incentive trip if production goals are met

Schedule:

In office: Monday – Friday, 8:30am – 4:30pm