Client Services Associate, Financial Planning
Listed on 2026-10-17
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Finance & Banking
Financial Services, Wealth Management, Financial Advisor / Consultant
truFP is seeking a highly motivated Client Services Associate to join our fiduciary financial planning team in Cumming, GA. You will support lead advisors and clients, helping to deliver comprehensive financial plans and manage portfolio activity.
The role offers a strong path to growth into a lead planner role for the right candidate, with a salary range of $60,000–$80,000 and not a commission-based role. This is a key internal support position with significant client impact.
We are looking to fill the Client Services Associate, Financial Planning position at truFP in Cumming, GA, United States.
If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
The position is based in Cumming, GA, United States.
This opportunity is part of our work in Finance.
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