Associate Planner

The applicant will work in the capacity as a para-planner. The applicant must have a passion for planning and a desire to serve the client. This is not a job driven by tasks and numbers, it is about building client trust therefore the candidate must have a moral conviction that is uncompromising. High ethical standards coupled with professionalism and confidentiality are the cornerstones of this position.

• Highly motivated, thorough and very detail oriented
• Good written and verbal communication skills
• Have an awareness of financial planning issues related to managing wealth
• Ability to integrate financial strategies and investments for Clients
• Able to gain and maintain the respect of high net-worth families
• Impeccable work history
• Ability to identify, meet and follow through with client needs and requirements
• Must be a self-starter, problem solver and a goal-oriented team player with a ‘no job is beneath me’ attitude
• Share the firm's investment management philosophy
• CFP Board registered financial planning program student/graduate

• Benefits 

  Simple IRA with 3% employer match  

  Career Path

  Paid Time Off accrues - 10-20 days per year

  Up to 12 holidays are observed

  Long Term Disability (paid by employer)

  Offer Group Medical, Dental and Vision Insurance

  Flexible schedules

  Fun environment / fun city (Nashville, TN)

• Competitive base salary (Range $25,000 - $45,000 depending on experience