2026 Junior Financial Planner

We are seeking a motivated and detail-oriented Junior Financial Planner to support our wealth advisory team in delivering comprehensive, client-centered financial planning solutions. This is an excellent entry-level opportunity for someone early in their career who is eager to learn, grow, and develop technical expertise within a collaborative, professional environment.

Requirements

• College or university degree required
• 0–2 years of professional experience
• Prior exposure to financial planning, wealth management, or related industries is a plus
• Familiarity with financial planning software and CRM platforms preferred
• CFP® designation or a willingness to pursue the CFP® preferred
• Willingness and ability to obtain and pass the Series 65 regulatory exam

Benefits

• Equal opportunity employer