Financial Planning Associate

This position supports and works closely with Financial Planners and Wealth Advisors, performing a variety of tasks with a focus on financial planning. This role offers strong professional development to prepare the candidate for a Financial Planner position.

Requirements

• Bachelor’s Degree in Finance or related field.
• 1-3 Years of relevant experience in the financial services/investment advisory industry.
• Certified Financial Planner® designation or in the process of obtaining within the next one – two years.

Benefits

• Competitive salary
• 401(k) plan with match and profit-sharing contribution.
• Generous paid time off.
• Paid parental and medical leave.
• Comprehensive benefits package includes medical, dental, vision, life, and long-term disability insurance, flexible spending accounts