Financial Planning Associate — Planning & Administration

A financial services firm is seeking a Planning Associate to support the Director of Financial Planning in analyzing financial data and developing strategies for clients. Responsibilities include maintaining case notes, organizing materials, and preparing financial plans while ensuring compliance. The ideal candidate will possess strong communication skills, financial analysis capability, and the ability to manage various projects effectively. Relevant licenses and experience in the financial services industry are preferred.

This role offers an opportunity for dynamic growth within the firm.
#J-18808-Ljbffr