Financial Planning Associate

Our client, a rapidly growing wealth management firm, is seeking a Financial Planning Associate to join their growing team! This role is ideal for a financial professional who enjoys the analytical and planning side of wealth management and wants to deepen their expertise while contributing to a high-performing advisory team! You’ll work closely with senior advisors, helping drive client strategy, investment analysis, and planning execution, with clear growth potential.

This role is heavily focused on technical analysis, financial planning, and execution excellence!

** MUST LIVE IN TOLEDO, OHIO**

• Process trades and support portfolio implementation
• Prepare and analyze Morningstar reports
• Conduct investment and financial planning analysis
• Support advisors in client preparation and follow-up
• Interact with clients as needed to assist in servicing relationships
• Collaborate with associates to improve processes and client experience

• Competitive Base Salary + full health benefits
• Clear opportunities for growth + flexible career tracks
• Start-up feel where you have a seat at the table!
• Autonomy and ownership

• 2-3 years in client-facing advisory/ financial planning
• Series 7
• Series 66 OR both Series 63 and 65
• Finance Background
• Preferred skills: CFP or working towards CFP

If you're interested & qualified based on the requirements above, please apply or send your resume to ms!!