Elevate your financial career as an Associate Financial Planner for a thriving wealth management practice. Blend client servicing, financial planning, and business development in a remote-first, innovative environment.
Become a pivotal team member in a growing independent advisory firm. This hands-on role involves managing client relationships, preparing analyses, and contributing to financial planning meetings. You'll gain significant expertise in servicing clients and developing robust financial strategies over time, setting a clear path toward advanced designations and responsibilities.
Key Responsibilities:
• Lead financial planning meetings with prospective and existing clients
• Conduct initial intake meetings and discovery conversations
• Prepare financial summaries and supporting documentation
• Draft follow‑up recommendations and action items
• Maintain and update client financial plans with software
Requirements:
• 2+ years in financial services, pr...