Financial Planning Associate

NEW PLANNER RECRUITING

We are a national recruiting firm specializing in placing financial planning professionals with leading wealth management firms nationwide. We are representing a fee-only firm in Richmond, VA that is seeking a Financial Planning Associate to join their team. Detailed job specifications available once we connect and agree it is a mutual fit.

INNOVATIVE, FEE-ONLY RIA. ~$60M AUM

Founded in 1999, our client is a small, growing firm focused on building relationships with their clients by providing them with meaningful financial planning and well thought out portfolios. With an environment that fosters continual learning and an owner who is receptive to new ideas, this is an ideal opportunity for a growth-oriented individual who wants to make an immediate impact.

RESPONSIBILITIES WE’LL TRUST YOU WITH

You will work closely with the firm owner to provide excellent service to new and existing clients. Use MoneyGuide Pro to create financial plans and planning recommendations. Provide investment analysis and recommendations. Prepare for and attend client meetings. Manage all meeting follow up tasks. Assist with data gathering and client service related issues. Provide portfolio management and trading support. Play an integral role in implementing new processes and planning tools.

QUALIFICATIONS

Bachelors’ degree from an accredited university; major in financial planning preferred. Completion of CFP® education requirement; passed CFP® exam, preferred. Must have a mindset of continual learning, be detail oriented and ambitious. Experience with MoneyGuide Pro, preferred.

THE PERKS

Competitive salary based on experience. Paid holidays, sick and vacation days. One-on-one mentoring from CFA and CFP® professional. Retirement plan, health insurance stipend and professional development budget for continuing education, CFP dues, conferences, etc. Qualifies for 2 year CFP Board experience requirement.