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Are you passionate about helping others achieve clarity and confidence in their financial lives? Join a values‑driven wealth advisory firm dedicated to simplifying the complex, building trusted relationships, and delivering exceptional client experiences. We are seeking an Associate Planner to support advisors in delivering holistic wealth management and financial planning. This is an excellent opportunity for someone early in their financial‑services career who wants hands‑on experience, mentorship, and a path for long‑term growth.
Job Responsibility:
Support advisors with day‑to‑day management of client relationships
Assist with data gathering, financial plan creation, scenario modeling, and case design
Prepare client meeting materials and participate in meetings to capture detailed notes and action items
Maintain accurate client records across internal systems
Requirements:
Bachelor’s degree in business, finance, accounting, economics, or related field
0–5 years of experience in financial services (RIA experience a plus)
Interest in or pursuit of Series 65, CFP®, CFA, EA, or other relevant designations
Proficiency with Microsoft Office
experience with CRM, planning, or portfolio management software preferred
Nice to have:
RIA experience a plus
experience with CRM, planning, or portfolio management software preferred