Junior Financial Planner — Wealth Planning & Tech

A leading financial advisory firm is seeking a motivated Junior Financial Planner to support their wealth advisory team. This entry-level role involves developing and analyzing financial plans, participating in client meetings, and preparing client-facing materials. Ideal candidates will possess strong analytical, communication, and interpersonal skills, alongside a college degree. Familiarity with financial planning software and a willingness to pursue certifications like CFP® are preferred.

The company values a collaborative, professional environment.
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