Financial Planner

Responsibilities

• Aid senior advisors in developing comprehensive financial plans for clients.
• Participate in client meetings and build relationships with existing clients.
• Provide investment recommendations and financial planning support.
• Open new investment accounts and assist with account administration.
• Support operational and administrative functions during onboarding and training.
• Collaborate with advisors on client service initiatives and planning strategies.
• Attend client team meetings and contribute to ongoing client relationships.

Requirements

• Bachelor's degree required.
• 3+ years of financial planning or wealth management experience.
• Strong passion for financial markets, investing, and company research.
• Excellent communication and relationship-building skills.
• Ability to work independently in a remote environment after training.

Benefits

• 401(k) with company match after one year.
• Annual bonus.
• Flexible hybrid work environment with approximately 90% remote work.
• Employer-sponsored healthcare with flexible contribution options.
• Flexible PTO policy, including vacation and sick time that increases with tenure.