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Associate Financial Planner
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$70,000 a year
Full-time
- We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach.
- We proudly provide unique financial plans and investment management services to over 55,000 households from our over 100 offices - and growing - nationwide.
- Our Cincinnati, OH office is looking for an Associate Financial Planner to provide support to the Financial Advisors and their clients with the development of comprehensive financial plans and analyses.
- In addition, the Associate Financial Planner may serve as a resource to their peers and Advisors to help support technical planning questions.
- Review clients’ employer benefit plans, income tax returns, SS benefits, pension benefits, insurances, beneficiary information, and estate plan
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