Financial Planning Associate

This is a Full Time Job

Here's what we're looking for:

We are looking for high caliber planners to develop into lead advisors. We have a proven career path (no sales expectations) waiting for you that will not only be fulfilling on a day-to-day basis but also create abundance and opportunities for you and your family. As a result, we are seeking a Financial Planning Associate to help support our rapid growth (more than 30% annually).

We believe in providing early opportunities for new associates to interact with clients. No more hiding you in the back for 2-3 years of admin work before you get to interact with clients! Assist lead advisors with all aspects of client meeting prep and follow-up. Maintain client records in CRM. Assist with trading and rebalancing of client investment accounts. Interact with clients over the phone and in-person. Work with lead advisors to assist in the preparation of financial plans and recommendations. Conduct research in response to client questions and requests.

Qualifications:

Bachelor's degree in financial planning or related field from an accredited university. CFP® candidate or actively pursuing CFP® certification. Ability to work efficiently, independently, and accurately. Must be a team player with high integrity, and strong written and verbal communication skills.