Financial Planning Associate

Fee-Only RIA. Stellar team. Excellent opportunity for Growth!

The Financial Planning Associate position affords a humble, conscientious, candidate with a fantastic opportunity to join a client-centric Fee-Only RIA. Leveraging best in class technology, such as eMoney, and a credentialed staff that includes multiple CFPs and Enrolled Agents, they provide nuanced financial plans to clients across the country. If you are an aspiring financial planner with a passion for comprehensive planning, this is the opportunity you’ve been looking for.

RESPONSIBILITIES WE’LL TRUST YOU WITH

Collaborate with the firm’s lead advisors to create, present, and implement comprehensive financial plans. Develop nuanced knowledge of personal and small business financial planning. Assist with ad hoc financial planning and operational tasks as needed. Begin participating in client meetings after a training period. Become an eMoney power user and expand your MS Excel skills.

QUALIFICATIONS

Bachelors’ degree from an accredited, CFP Board Registered financial planning program. 0-3 years of financial planning experience. Must possess a keen eye for detail and a knack for processes. Demonstrated note taking ability, time management skill, and team-oriented attitude. Thorough knowledge of the MS Office suite. A sincere passion for financial planning and delivering a top-tier client experience.

THE PERKS

Competitive salary based on experience. Company based bonus structure. Documented path for professional growth and equity ownership. 401(k) with match. Subsidized health, dental and vision insurance. Exceptional mentorship.