Financial Planning Associate — Growth & Partial Remote

A financial planning firm in New York is seeking a Planning Associate to support lead advisors in delivering excellent client service. Responsibilities include preparing investment reports, assisting with client meetings, and conducting in-depth client interviews. Candidates must have a Bachelor's degree and ideally 0-3 years of financial planning experience. The role offers a performance-based bonus, medical benefits, and opportunities for professional growth. Salary range is $60,000–85,000 annually, with partial remote work options available.#J-18808-Ljbffr