Wealth Planning Associate

Assist clients, develop financial plans, and work with Directors on the team.

What You Will Do

Generate client account reports, write financial plans, analyze portfolios, and manage client information.

Why It Might Be a Fit

Unlimited growth potential, no sales or cold-calling, and a team-oriented environment.

Requirements

• CFP designation, or in process
• Bachelors degree in accounting, finance or equivalent
• Excellent written communication skills
• Detail oriented
• Able to manage and prioritize many time-sensitive tasks simultaneously
• Team player