Associate Financial Planner

Associate Financial PlannerAventus Investment Advisors | Cornelius, NCSalary: $90,000–$110,000 base + 10%–15% bonus potentialEmployment Type: Full-TimeWork Arrangement: Primarily onsite with potential hybrid flexibilityAbout Aventus Investment AdvisorsAventus Investment Advisors is an independent financial advisory firm located in Cornelius, North Carolina, serving individuals, families, and business owners throughout the Lake Norman area and beyond.Founded approximately 15 years ago, Aventus has built its business through strong client relationships and referrals rather than traditional sales and marketing efforts. The firm provides comprehensive financial guidance, including investment management, retirement planning, estate planning, and tax-efficient financial strategies.With a close-knit team and approximately 140 clients, Aventus takes pride in delivering personalized service and helping clients make confident financial decisions.About the OpportunityAventus Investment Advisors is seeking an Associate Financial Planner to join its growing team in Cornelius, NC.This is an excellent opportunity for a financial planning professional who enjoys building relationships, helping clients achieve their goals, and working in a collaborative environment.Unlike many financial advisory positions, this role does not require prospecting, meeting sales quotas, or bringing in new clients. Instead, you'll focus on providing exceptional financial planning and service to an established client base.As part of a small team, you'll work directly with experienced financial professionals, contribute to comprehensive financial plans, and take on a variety of responsibilities that support the firm's clients and operations.We're looking for someone who combines financial knowledge with strong interpersonal skills, enjoys working with people, and appreciates the flexibility and hands-on nature of a smaller organization.What You'll DoFinancial Planning (Approximately 50%)Develop and maintain comprehensive financial plans tailored to individual and business-owner clients.Gather and analyze client financial information, including assets, liabilities, income, investments, and retirement goals.Prepare retirement projections, cash flow analyses, and long-term financial planning recommendations.Assist with tax-efficient planning strategies, estate planning considerations, and investment-related financial decisions.Utilize eMoney financial planning software to prepare and update client plans.Collaborate with the advisory team to develop personalized financial strategies.Client Relationships & Service (Approximately 25%)Build and maintain positive relationships with existing clients.Participate in client meetings and help explain financial planning concepts in a clear, approachable manner.Respond to client questions and assist with ongoing financial planning needs.Document meeting notes, recommendations, and follow-up items.Help create client communications, including financial planning newsletters and market updates.Deliver a welcoming, professional experience that makes clients feel comfortable discussing their finances.Team Collaboration & Operations (Approximately 25%)Maintain accurate client information and activity records using Redtail CRM.Assist with general administrative and operational responsibilities as needed.Support the team with investment-related activities and client account coordination.Collaborate with colleagues to ensure client needs are handled efficiently.Contribute to process improvements and other projects that support the firm's continued success.What We're Looking ForActive Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) designation.Strong understanding of financial planning principles, retirement strategies, investments, and personal finance.Excellent communication and relationship-building skills.Ability to explain financial concepts clearly to clients with varying levels of financial knowledge.Strong organizational skills, attention to detail, and ability to manage multiple priorities.Comfortable working in a small, collaborative team where responsibilities may extend beyond a traditional job description.A client-first mindset with a genuine interest in helping people achieve their financial goals.Strong ethical judgment, professionalism, and commitment to client confidentiality.Willingness to learn new systems, take initiative, and contribute wherever needed.Preferred QualificationsPrevious experience in financial planning, wealth management, investment advisory, banking, or related financial services.Experience working directly with clients in a financial advisory environment.Familiarity with eMoney financial planning software.Experience with Redtail CRM or Black Diamond portfolio management software.Educational background in finance, accounting, economics, or a related field.Experience supporting comprehensive financial plans involving retirement, tax, and estate planning considerations.Candidates from a variety of professional backgrounds are encouraged to apply. Aventus values strong communication skills, professional aptitude, and the ability to build meaningful client relationships.Compensation & BenefitsCompetitive base salary of $90,000–$110,000, depending on qualifications and experience.Annual bonus potential of 10%–15%.401(k) with a 4% employer match.Employer reimbursement toward individual healthcare costs, typically 50%–60%, with support for dental and vision expenses.Flexible paid time off arrangements.Primarily in-office schedule with potential flexibility for one remote day per week.Potential support for continuing education and professional development.Opportunity to work directly with firm leadership and an established client base.Supportive, collaborative environment without sales quotas or business development requirements.Why Join Aventus?If you're a financial planning professional who enjoys helping people but wants to move away from sales pressure, Aventus offers a different kind of opportunity.You'll be part of a small, established firm where client relationships come first, your contributions are valued, and your focus can remain on providing thoughtful financial advice.With an established client base, flexible working environment, and an office conveniently located in the Lake Norman area, Aventus offers an opportunity to build a meaningful career doing what you enjoy most: helping people plan for their financial future.Additional Job Application TermsThis job is part of LinkedIn's Full-Service Hiring beta program. Eligibility is limited to candidates located in and performing services in the United States, excluding those based in Alaska, Hawaii, Nevada, South Carolina, or West Virginia. We're committed to making our hiring process as smooth and timely as possible, and we understand that waiting to hear back can add to the anticipation. If you're a potential fit, our team will reach out within two weeks to progress you to the next stage. If you don't hear from us in that time, we encourage you to explore other opportunities with our team in the future, and we wish you the very best in your job search. Do you agree to the additional job application terms, linked in the job description and available at