Associate Planner

The Associate Planner collaborates with the senior planning team in all aspects of the client engagement. The Associate Planner is responsible for gathering, compiling and validating client data. The Associate Planner performs demonstrations of our innovative software platform to prospective clients. The Associate Planner is expected to gain securities licenses, specifically FINRA Series 7 and 66, as well as obtain California Life and Health insurance licenses. This will ultimately lead to the path of becoming an independent Certified Financial Planner®.



Responsibilities include the following:
  • Practice marketing, which involves outreach to perspective clients, promoting services, and setting up appointments to show the value of services provided
  • Learn to be efficient on managing several projects a once, managing Principals' calendars to prevent double bookings, and managing your leads and prospects to ensure you reach your sales goals
  • Learn to use technology to conduct due diligence with product sponsors
  • Learn social media skills and techniques to position yourself and the firm
  • Use the power of CRM systems to send relevant information to prospective leads and to build rapport with prospects and clients
  • Assist in maintaining current and prospective clients' input data in our financial planning software
  • Become sponsored to take AAMS program from the college of financial planning

Qualifications and Education Requirements:
  • 4-year college degree preferred
  • Self-starter with an entrepreneurial mind set and skill set
  • Ability to accept criticism
  • Prior experience in a sales atmosphere


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Infinity Financial Services
212 9th Street, Suite 202
Oakland, CA 94607

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