Financial Planning Associate

Job Description

Financial Planning Associate

Core Wealth Management | Jupiter, FL

Build your career in financial planning with a small firm where you can make a meaningful contribution and grow.

Core Wealth Management is an independent, fee-only fiduciary firm integrating comprehensive financial planning, tax planning, and investment management. We’re looking for someone serious about a long-term career in wealth management who has demonstrated that commitment by actively pursuing—or already earning—a CFP® certification.

You’ll work closely with experienced CFP® professionals, CPAs, and a CFA charterholder, contribute to client relationships, and take on greater responsibility as your capabilities grow.

What You’ll Do

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• Help develop and update financial plans covering cash flow, retirement, taxes, and investments.
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• Gather and analyze client information, research planning strategies, and prepare for client meetings.
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• Participate in meetings, coordinate follow-up, and help clients implement recommendations.
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• Support investment planning, client reporting, and ongoing client service.
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What You’ll Bring

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• Active progress toward CFP® certification or an existing designation.
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• A bachelor’s degree in finance, accounting, economics, business, or a related field.
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• Strong analytical and communication skills, attention to detail, and follow-through.
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• Initiative, curiosity, and a willingness to take ownership.
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• A desire to work directly with clients and grow within a small, collaborative team.
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What We Offer

Exposure to sophisticated planning work, close collaboration with experienced advisors, and significant room for professional growth. Compensation includes a competitive base salary, employer-subsidized health insurance, paid time off, and a 401(k) with employer matching.