Financial Planning Associate / Associate Advisor

Excellent Opportunity Within the Financial Services Industry We are seeking a motivated, detail-oriented professional who is interested in a long-term opportunity to grow and advance within an established and successful financial planning practice. This individual must be service-oriented, organized, adaptable, and capable of managing multiple priorities in a fast-paced environment. This is an exciting opportunity to build lasting client relationships while helping individuals and families plan for a secure and fulfilling future. Our firm takes a comprehensive approach to wealth management, focusing on meaningful, personalized guidance—not just financial results. In this role, you will gain exposure to all facets of financial planning while working alongside experienced, supportive leaders and team members. With a strong emphasis on collaboration, work-life balance, and professional development, this is an ideal environment for someone looking to build a long-term career in financial services. Responsibilities Build and help implement personalized financial planning strategies using industry-leading tools and resources Participate in and lead client meetings, including note-taking, follow-up communication, and relationship management Assist with onboarding new clients and maintaining long-term client relationships Coordinate with outside professionals including CPAs and attorneys regarding tax strategies and financial planning matters Review financial information for accuracy, including insurance, earnings, expenses, and investment data Assist in preparing recommendations related to life, disability, and long-term care insurance Review and approve trades within client portfolios Prepare financial plans, investment reports, and client presentations Track client interactions and workflows within CRM systems Communicate with custodians, Broker-Dealers, and other financial institutions Lead team meetings and contribute to strategic planning initiatives Assist in mentoring and developing support staff Requirements Bachelor's degree required, preferably in a related field Minimum 3 years of experience in financial services, specifically wealth management Working knowledge of financial planning and investment strategies Experience leading or participating in client meetings preferred Series 7 preferred FINRA licensing and CFP® or ChFC® designation is a plus, but not required Proficiency with Schwab platform required Experience with Redtail CRM is a plus Strong analytical, organizational, and problem-solving skills Excellent verbal and written communication abilities Ability to handle confidential information professionally Strong work ethic with a desire for long-term professional growth Demonstrated ability to succeed within an entrepreneurial, small-company environment Desired Attributes Reliable and follows through on commitments Organized, detail-oriented, and able to prioritize effectively Calm and professional under pressure Independent, self-motivated, and proactive Strong client service mindset Collaborative team player with flexibility and adaptability Forward-thinking problem solver who anticipates next steps High level of professionalism and integrity Compensation & Benefits This is not a sales position. This role is primarily focused on client service, financial planning support, and relationship management. Competitive compensation ranging from $60,000-$90,000 based on experience Bonus opportunities Retirement plan (401k and Roth 401k) with employer contributions Medical, dental, and vision insurance Paid time off and holidays Continuing education opportunities and career advancement Sponsorship toward advanced professional designations This is a full-time, in-office position. To be employed within the financial services industry, candidates must pass a thorough background check, including DMV, credit, and criminal review. Candidates holding licenses must have a clean U4. We are working directly with a recruiter, so please do not contact our office directly. Instructions for Applying Please submit a resume and cover letter in Word or PDF format. Resumes submitted without a cover letter will not be considered.

Your cover letter should include:

Why you believe you would be a good fit for this position The compensation range you wish to discuss Your three most defining characteristics or attributes This exercise is intended to help us evaluate writing skills, attention to detail, and ability to follow instructions while also allowing us to get to know you better. We look forward to your submission.

Pay:

$60,000.00 - $90,000.00 per year

Benefits:

401(k) 401(k) matching Dental insurance Health insurance Paid time off Professional development assistance Vision insurance

Work Location:

In person