Senior Financial Planning Associate

About the role

This is more than a support role; it's a launchpad for a career in financial planning. You'll work alongside Senior and Lead Planners, gaining hands-on experience and mentorship while playing a meaningful part in delivering an exceptional experience to our members.

Responsibilities

• Shadow Senior and Lead Planners to build deep expertise in financial planning, investments, and tax strategy
• Manage the Planning Team inbox, triaging member questions, routing complex inquiries to Senior Planners, and independently resolving straightforward requests with professionalism and care
• Guide new members through the onboarding process, validating financial data and ensuring accuracy of client information
• Conduct initial investment plan reviews, developing your analytical skills while supporting the broader planning team
• Own outreach to inactive members to re-engage and maintain strong member relationships

Qualifications

• Working toward or holding a CFP® designation
• 1+ years of experience in wealth management, financial planning, or a client services role
• Strong organizational skills and clear, professional written communication
• Comfort with financial services technology and an appetite to learn new tools
• Enthusiasm for fintech and an interest in how technology is reshaping the future of wealth management