Associate Financial Planner

Associate Financial Planner

Flourish Wealth Management is a dynamic and growing independent, fee-only boutique wealth management firm based in Edina, Minnesota. We provide comprehensive wealth management services that integrate life planning with financial planning, helping clients align their financial resources with their values, goals, and life transitions.

As fiduciaries, we are committed to putting our clients' best interests first and building long‑term, caring, and trusted relationships. We are also committed to building a team culture rooted in continuous learning, personal development, collaboration, innovation, and excellence.

At Flourish, we believe the future of financial planning will require both strong technical planning skills and the ability to build deep, meaningful client relationships. We are actively investing in technology, process improvement, and responsible AI adoption to enhance our client experience, reduce repetitive work, and create more capacity for meaningful client conversations and higher‑value planning work.

Flourish is seeking an Associate Financial Planner to join our team. This is a growth‑oriented role designed for someone who wants to build a long‑term career in comprehensive financial planning and eventually grow into a Wealth Manager role.

The Associate Financial Planner will work closely with Wealth Managers and other team members to prepare financial planning analyses, support client meeting preparation and follow‑up, contribute to ongoing planning work, and help improve the systems and processes that support the client experience.

This role is ideal for someone who is technically curious, highly organized, client‑focused, and energized by the opportunity to learn. The right candidate will be interested in growing into a future client‑facing advisory role while developing expertise across retirement planning, tax planning, estate planning, insurance, charitable giving, cash flow planning, investment coordination, and values‑based financial decision‑making.

• Base salary range: $80,000-$90,000
  , based on experience and qualifications.
• Additional incentive bonus compensation based on salary and conditioned on firm revenue and individual goals.
• 401(k) plan with employer contribution.
• Medical and Dental plan and Health Savings Account contribution.
• Employer‑paid long‑term disability coverage.
• Unlimited PTO plus bonus holiday week.
• 10 paid company holidays.
• Firmwide communication training and career development
  .
• Personalized development plans in coordination with outside resources.
• Paid professional dues, continuing education, conferences, and training.
• Hybrid position
  , typically two days a week at Edina, MN office.
• Paid time off for volunteer opportunities.
• Time to appreciate and celebrate team accomplishments.

• Support Wealth Managers in preparing comprehensive financial planning analysis for clients including retirement projections, cash flow planning, tax planning, charitable giving, insurance, estate planning, beneficiary review, education planning, and Social Security/Medicare considerations.
• Help prepare client meeting agendas, planning summaries, follow‑up notes, and action items.
• Research planning questions and summarize findings in a clear, practical, and client‑ready manner.
• Help identify planning opportunities, risks, and follow‑up items for review with the Wealth Manager.
• Participate in client meetings alongside Wealth Managers while developing the skills to eventually lead portions of client meetings
  .
• Coordinate with the Investment Team on planning‑related portfolio needs, including cash needs, asset allocation considerations, charitable giving strategies, and client‑specific preferences.
• Collaborate with outside professionals, including CPAs, attorneys, and insurance professionals.
• Participate in networking, professional association, community, and social media activities to build relationships, represent the Flourish brand, and support client service and firm growth. Help Flourish continue to streamline workflows, improve how we use technology, responsible AI adoption, and business systems to support the…