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Toledo Financial Planning Associate Autonomy
Job in
Toledo, Lucas County, Ohio, 43614, USA
Listed on 2026-03-05
Listing for:
Pursuit
Full Time
position Listed on 2026-03-05
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Analyst
Job Description & How to Apply Below
A rapidly growing wealth management firm is looking for a Financial Planning Associate in Toledo, Ohio. This role emphasizes technical analysis and financial planning while collaborating with senior advisors. Responsibilities include trade processing, client interactions, and financial analysis. Ideal candidates should have 2-3 years in advisory roles, Series 7, and a finance background. Competitive salary and growth opportunities provided, along with full health benefits.
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Position Requirements
10+ Years
work experience
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