Associate Financial Planner

The Associate Financial Planner is responsible for supporting the Planning Team with client relationships and financial plan implementation, including data management, financial analysis, and tax planning.

Requirements

• Bachelor's degree or higher in Accounting or Tax
• CPA/CPA Candidate, CFP/CFP Candidate, or CFA/CFA Candidate
• 2+ years of experience in public accounting or equivalent
• Strong communication, interpersonal, and organizational skills
• Proficiency in Microsoft Office with emphasis in MS Excel

Benefits

• Competitive Salary
• Employer Paid Medical, Short-Term Disability, Accident, Life and AD&D Insurance
• Dental & Vision Insurance
• Unlimited PTO
• Firm-Paid Holidays
• Safe Harbor 401k Plan
• Generous Employer HSA Contributions
• Employer Paid Professional Dues, Licenses/Renewals
• Continuing Education Resources
• Family Planning Assistance Program
• Paid Parental Leave