Focused Financial Planner Associate
Job in
Raleigh, Wake County, North Carolina, 27601, USA
Listed on 2026-03-01
Listing for:
Stone Press FG
Full Time
position Listed on 2026-03-01
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Accounting & Finance, Banking & Finance
Job Description & How to Apply Below
A financial services firm is seeking an experienced Associate Financial Planner to advise clients and help them achieve financial goals. The ideal candidate will have a CPA or CFP and be skilled in communication and math. Responsibilities include customizing financial plans and establishing strong client relationships. The role provides an income plan starting at $80,000 plus commission. Join a dynamic environment where client trust and integrity are prioritized.
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Position Requirements
10+ Years
work experience
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