Associate Wealth Advisor (Financial Planning Track!)

Responsibilities

• Support senior advisors with financial planning and client service activities
• Assist in preparing financial plans, investment recommendations, and client presentations
• Participate in client meetings and follow-up communications
• Conduct research and analysis related to client financial strategies
• Maintain accurate client records and ensure organized workflow processes
• Learn and apply comprehensive financial planning best practices

Qualifications

• 0–2 years of experience in financial planning, wealth management, or a related field
• Bachelor’s degree in Financial Planning, Finance, or related discipline preferred
• CFP® coursework completed or in progress required 
• Strong organizational skills and attention to detail
• Excellent communication skills and willingness to ask questions and learn
• Demonstrated interest in building a long-term career as a financial advisor