Associate Financial Planner

New Planner Recruiting
Paulina Walters
. Phoenix, AZ
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What our client is offering:

We are an independent, fee-only Registered Investment Advisory firm offering our clients a wide range of services to help them achieve their goals, even in uncertain economic times. Our team consists of seasoned professionals with designations, accreditations, and education such as: AIF®, CFP®, MBA, etc. We were recently named in AdvisoryHQ’s ranking of the Top 11 Financial Advisors in Phoenix and Scottsdale for the second consecutive year.

We’re moms, dads, sons and daughters. We’re passionate about our work and motivated by our personal pursuits. Simply put, we’re a lot like you. We are seeking an Associate Financial Planner to join our team who will share our passion of helping our clients reach their financial goals. The Associate Financial Planner will be mentored by veteran Planners, be involved in the planning process, and have opportunity for advancement.

What you will get to do:

  • Work with Lead Advisor to create financial planning strategies for clients
  • Prepare planning deliverables for client meetings
  • Create trade recommendations and present to Lead Advisor
  • Research financial planning issues in response to client questions
  • Identify, meet, and follow through with client needs and requirements

What we seek in a candidate:

  • Bachelor’s degree from an accredited institution
  • 0-3 years of experience
  • Series 65, or willing to obtain within 90 days of employment
  • CFP® certification in process, preferred
  • Carry a “no job is beneath me” attitude
  • Detail oriented
  • Above average knowledge with Microsoft Excel

Position perks:


  • Competitive salary
  • Employer paid Group Health Insurance
  • Employer paid Group Vision Plan
  • Employer funded Health Savings Account
  • Simple IRA with company match
  • Paid Vacation Time, Paid Sick/Personal Time, Paid Holiday Time