Join Our Financial Planning Firm
Forum Advisory Services is a growing financial planning and investment advisory firm committed to helping individuals and families reach their long-term goals through personalized, well-modeled financial plans.
We are looking for a Financial Planning Specialist with experience in retirement planning, cash flow analysis, insurance strategy, and tax-aware investing to support our advisors behind the scenes.
This is a technical, planning-focused role — ideal for candidates who want to build financial plans, not sell products.
Key Responsibilities
- Build and maintain comprehensive financial plans using software (e.g., RightCapital, eMoney, or MoneyGuidePro)
- Analyze client data and model scenarios (retirement timelines, drawdowns, insurance gaps, Roth conversions, etc.)
- Update plans with changes to income, expenses, goals, and investments
- Generate plan summaries and “what-if” illustrations for advisor presentations
- Coordinate internally with advisors, planning, and client service teams
- Ensure accuracy and compliance in all planning documentation
Requirements
- 2+ years of experience in financial planning, paraplanning, or as a financial plan preparer
- Strong proficiency in financial planning software
- Familiarity with investment strategies, insurance planning, tax strategy, and estate basics
- Excellent attention to detail and comfort with financial data
- CFP® coursework or certification preferred (but not required)
- Understanding of fiduciary standards and client-first planning models
Ideal Candidate Traits
- Loves spreadsheets, strategy, and supporting advisors with behind-the-scenes plan work
- Enjoys solving planning problems and identifying opportunities
- Works well in a structured, fast-paced environment
- Strong communicator who can turn complex data into clear outputs
What We Offer
- Competitive salary based on experience
- Full-time, in-office position (Columbia, MO)
- Paid holidays and PTO
- Supportive, process-driven work environment
- Opportunities for professional development and advancement
Apply Now
Submit your resume and a brief cover letter through Indeed. In your cover letter, tell us:
- What planning software you've used
- A sample scenario you’ve helped model
- Why this type of role excites you
Job Type: Full-time
Pay: $50,000.00 - $70,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Life insurance
- Paid time off
- Professional development assistance
- Retirement plan
- Vision insurance
Compensation Package:
- Bonus opportunities
Schedule:
- Monday to Friday
Work Location: In person
