Wealth Planning Associate

Wealth Planning Associate

We are a growing, team-oriented financial services firm committed to delivering outstanding wealth management and financial planning solutions to the clients who trust us with their most important financial decisions. We operate with a fiduciary mindset and a deeply collaborative internal culture -- one that invests heavily in the growth, development, and well-being of our people. With a track record of steady expansion and a reputation built on integrity and excellence, we are adding a Wealth Planning Associate to our advisory team.

This is an excellent opportunity for someone who wants to sharpen their craft as a financial planner while working alongside seasoned advisors in a firm that takes professional development seriously. You will be embedded within an advisory team and report directly to the Director of Financial Planning.

Day-to-Day Responsibilities

• Collaborate with financial advisors to gather, organize, and analyze client financial data in support of comprehensive wealth plans
• Build and maintain financial plan models and reports, ensuring accuracy, clarity, and a polished presentation ready for client delivery
• Prepare materials and supporting documentation for client meetings, including plan summaries, investment reviews, and strategy overviews
• Stay current on regulatory developments, tax law updates, market trends, and financial planning best practices to ensure all work reflects up-to-date knowledge
• Support advisors throughout client meetings, contributing to discussions and helping communicate planning recommendations
• Work cross-functionally with internal departments to identify process improvements, support workflow efficiency, and help develop departmental best practices
• Assist in identifying opportunities to deepen client relationships through thoughtful planning analysis and proactive follow-through
• Contribute to departmental initiatives including continuing education, knowledge sharing, and internal strategy development

Required Skills and Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or a closely related discipline
• 3+ years of experience in financial planning, paraplanning, or a directly related role within a wealth management or advisory firm
• Active progress toward or completion of the CFP (Certified Financial Planner) designation is strongly preferred
• Proficiency with financial planning software platforms -- experience with eMoney, MoneyGuidePro, or similar tools is a plus
• Strong analytical ability with experience interpreting and presenting complex financial data to both internal and client-facing audiences
• Excellent written and verbal communication skills; comfort in a client-facing environment is essential
• Highly organized, detail-oriented, and able to manage multiple priorities in a fast-moving team environment
• Ability to work both independently and collaboratively -- comfortable owning deliverables while also functioning as a strong team contributor
• No immigration sponsorship available for this position

Why This Role Stands Out

• Join a firm with a clear fiduciary commitment and a culture built around doing right by clients and employees alike
• Gain high-visibility experience working directly alongside senior advisors on complex, meaningful planning engagements
• Competitive compensation in the $90K-$115K range with a strong total rewards package
• Benefits include 401(k) with employer match, employer-funded HSA, medical and vision coverage, and robust continuing education support
• Real room to grow -- the firm is expanding and actively supports career development for planners on the partner track

For this position you must be currently authorized to work in the United States. We do not sponsor for this position.