Associate Financial Planner

We are seeking an eager, strategic, and definitive financial advisor to fill an entry‑level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more.

If you’re dedicated to delivering excellent client service and this sounds like a good fit, start the application process today!

• Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management.
• Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs.
• Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations.
• Serve as a collaborative team player willing to further development through continued training opportunities.
• Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions.

• Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred.
• Up-to-date FINRA Series 7 & 63/66 documents are a bonus.
• Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers.
• Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential.
• Requires a Bachelor’s degree in business administration, finance, or other related field.
• Willing to study and obtain a Life Insurance license.

Compensation: $50,000 - $100,000 per year