Our client is an established practice grounded in financial planning. The firm believes in the combination of great planning and solid investment management as being the way to serve clients. This practice offers the opportunity for immediate impact and long-term growth.
Key Responsibilities:
• Provide comprehensive financial and planning support to clients • Manage and deepen relationships with assigned clients • Support financial planning using related tools • Translate investment and market concepts into clear, accessible language for clients • Deliver a values-based, high-touch client experience grounded in service
Why This Role Stands Out:
• No book required – Organic growth and clients provided • Mentorship – Hands-on training from the Founder and Senior Advisor • Future growth – be part of a growing firm building on a 17-year history
Ideal Candidate:
• Bachelor’s degree (Finance, Accounting or related discipline preferred) • 2–5 years of experience in financial planning or wealth management • Active Series 7, 66 (or 63 and 65), and insurance license preferred • CFP designation is a plus—or willingness to pursue • Strong communicator-comfortable in client presentations, review meetings and investment discussions; can translate complex financial topics into relatable language for clients • Engaging, personable and detail-oriented – ensures no client need is overlooked • Values teamwork, integrity and long-term client relationships