Upvote
Downvote
Associate Financial Planner
Share Job
- Suggest Revision
$55,000 - $75,000 a year
Full-time
- Dive deep into the world of financial planning and client service alongside our team consisting of CFA and CFP® designees and our Client Service Associate.
- You will play a pivotal role in providing technical financial planning support to the firm's two lead advisors and working closely with the client service associate to ensure an exceptional client experience from start to finish.
- Registered Paraplanner, enrollment in CFP courses or equivalent designation is a strong plus but not required.
- A knack for diving into numbers, with the ability to analyze the quantitative and qualitative aspects of financial data.
- Bonus points for familiarity with software systems like eMoney, Redtail, and Microsoft Suite.
Active Job
Updated 27 days agoSimilar Job
Relevance
Active