Associate Financial Planner (45493)

Are you interested in developing comprehensive financial plans and working directly with clients to achieve their financial goals? If you meet the qualifications below, please apply today!

Responsibilities:

• Provide exemplary advice and service to clients on matters related to financial planning and investment management
• Assist planners in the development of comprehensive financial plans

Requirements:

• Bachelor’s degree
• At least two years of experience in financial planning
• Certified financial planner (CFP®)

Work Model:

• On-Site