Financial Planning Associate

NICHE SPECIFIC, RAPIDLY GROWING

Our client is an independent, fee-only financial planning and investment management firm for physicians at any stage of their career as well as retirees. Boasting a reputation for providing data-driven and methodical financial planning while creating meaningful relationships with clients, this is the ideal opportunity for someone who is looking for the opportunity to grow in their career in the financial planning profession.

RESPONSIBILITIES WE’LL TRUST YOU WITH

You will be responsible with handling client communication, client onboarding, and task management. Documenting data into financial planning software, attending client meetings, assisting with client-facing tasks, and creating financial plans and reports. This position allows for someone to be involved in all aspects of the firm and grow within the company.

QUALIFICATIONS

Bachelor’s degree in financial planning from an accredited university preferred. Highly detail oriented, organized, proactive, and growth minded. 0-2 years of experience preferred. CFP® or in pursuit of CFP® certification. Preference towards exposure to Right Capital, Salesforce, and Tamarac. This is a virtual position, but preference towards Ohio candidates.

THE PERKS

Competitive salary, Simple IRA plan with 3% match. This is a 1099 position with the intention to grow into a W2 salary-based position. Stipend for health insurance also available. Unlimited PTO with paid maternity and paternity leave. Career track opportunity to becoming lead advisor. Covered cost of CFP® certification credentials upon request.