Financial Planning Associate

Lead with Purpose. Partner with Impact. The Financial Planning Associate will support Lead Advisors in the delivery of comprehensive financial planning and wealth management services. This role is ideal for someone early in their financial planning career who is detail-oriented and committed to pursuing the CFP® designation. You will gain hands‑on exposure to real client situations and structured mentorship from experienced advisors. What Y ou’ll Do: Assist advisors with the preparation and implementation of comprehensive financial plans Gather, input, and maintain client financial data across planning and portfolio systems Develop planning analyses including cash flow, retirement projections, tax planning, insurance reviews, and estate planning support Prepare client meeting materials, presentations, and follow‑up action items Conduct financial research and scenario analysis as requested by advisors Participate in client meetings over time, with increasing responsibility as skills develop Ensure accuracy, confidentiality, and compliance with firm policies and regulatory standards What Y ou’ll Do: Bachelor’s degree in Finance, Economics, Accounting, Business, or a related field Strong desire to pursue the CFP® certification (actively enrolled or planning to enroll preferred) Ideal candidate will have 2+ years of experience in financial planning, wealth management, or financial services Exceptional attention to detail and analytical skills Strong written and verbal communication skills Proficiency with Microsoft Excel and Word; familiarity with eMoney financial planning software a plus Ability to manage multiple tasks in a fast‑paced, collaborative environment #J-18808-Ljbffr Bluespring Wealth Partners, LLC