Financial Planning Associate

About the role

We are seeking a Financial Planning Associate to support senior advisors in delivering personalized financial plans and client service. This role is ideal for someone looking to build a long-term career in financial services.

Responsibilities

• Partner with senior advisors to deliver personalized financial plans and client service
• Help clients set and achieve short-term and long-term financial goals through retirement planning, wealth accumulation, college planning, investments, and insurance
• Conduct conversations with individuals, families, or business owners to understand their financial goals and dreams
• Create a game plan or roadmap to help clients achieve their financial objectives
• Work closely with senior advisors to ensure comprehensive and accurate financial plans
• Participate in our in-depth training program to gain the necessary skills and knowledge to succeed in this role

Requirements

• Minimum 18 years of age
• Legal U.S. Resident, Citizen, or Work Permit with SSN
• Soft background check required
• Able to complete licensing requirements within 14 days

Qualifications

• Hard-working
• Good communication and customer service skills
• Loves helping people
• Willingness to start a training program as an entry-level financial professional and potentially develop into management and leadership positions

Skills

• Strong interpersonal and communication skills
• Ability to work independently and as part of a team
• Attention to detail and ability to manage multiple tasks simultaneously
• Knowledge of financial planning and related products and services

Benefits

• Flexible schedule available

Pay

• Competitive salary based on experience and qualifications

Schedule

• Flexible schedule available