Associate Planner in Wealth Management

Launch your financial planning career as an Associate Financial Planner in a leading independent wealth management practice. This hybrid role combines client interactions with hands-on financial planning and business development efforts.
You'll play an essential role in client relationships from day one, assisting in discussions, preparing financial analyses, and ensuring quality service. Gain structured mentorship as you navigate your way towards advanced designations and more complex planning responsibilities, all while supporting a remote work culture after initial training.
Key Responsibilities:
• Facilitate financial planning meetings with clients
• Conduct client discovery and onboarding processes
• Create meeting agendas and financial documentation
• Draft follow-up notes and action items post-meetings
• Organize financial data for client reviews
Requirements:
• 2 or more years of financial services experience
• Exceptional communication with a prof...