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!

• Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
• Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
• Serve as a collaborative team player willing to further development through continued training opportunities
• Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management
• Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations

• A required Bachelor’s degree in business administration, finance, or similarly related field
• Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients
• Valid FINRA Series 7 & 63/66 preferred but not required
• Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary
• Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred

Compensation: $120,555 per year