Associate Financial Planner

We are seeking an eager, strategic, and definitive financial advisor to fill an entry‑level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more.

If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today!

• Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals.
• Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs.
• Embrace the role of a structured yet coachable team player open to continued education and training from other team members.
• Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management.
• Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions.

• Basic understanding of the role of a financial advisor or financial consultant, as well as an interest in the financial industry and financial products.
• Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients.
• Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred.
• Requires a Bachelor’s degree in business administration, finance, or other related field.
• Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus.

Compensation: $65,000–$106,000 per year