Associate Financial Planner - Series 7 and Series 66 licenses

Associate Financial Planner Competitive salary: $70,000$75,000 Clear career growth path with increasing responsibilities and client exposure Opportunity to earn Series 7 and 66 licenses if not already obtained Work closely with experienced Financial Planners and Advisors Exposure to high-net-worth client relationships and comprehensive financial planning Collaborative and supportive team environment Opportunity to participate in client meetings and investment management activities Long-term career development within a growing wealth management practice Prepare for client meetings by gathering data, creating agendas, and producing planning materials Maintain accurate client information within financial planning and CRM systems Coordinate post-meeting follow-up activities and client communications Assist with financial planning analysis and implementation activities Support account opening, transfers, and ongoing account maintenance Assist with portfolio reviews, trading, and account rebalancing activities Communicate professionally with clients, advisors, attorneys, CPAs, and other partners Monitor client financial situations and identify items requiring advisor attention Help manage team workflows and ensure timely completion of client requests Participate in client review meetings and gradually assume greater client-facing responsibilities Identify opportunities to improve processes and enhance the client experience FINRA Series 7 and Series 66 licenses, or ability to obtain both within 12 months of hire 12 years of experience in wealth management, financial planning, investment advisory, banking, or financial services preferred Bachelor's degree preferred Strong analytical, financial, and problem-solving skills Excellent verbal and written communication skills Highly organized with strong attention to detail Ability to manage multiple priorities in a fast-paced environment Strong client service mindset and professional demeanor Ability to work independently while collaborating effectively with advisors and support staff Experience working with high-net-worth clients Experience with financial planning software and CRM systems CFP designation or progress toward obtaining CFP certification Experience with investment account trading and portfolio management support Previous experience in a Registered Investment Advisor (RIA), broker-dealer, or wealth management firm #J-18808-Ljbffr Talent Search PRO