Associate Financial Planner

Flourish Wealth Management®; Edina (MN); Hybrid; USD 80,000 - 90,000; Full time

Benefits offered by this job

401(k) plan with employer contribution

Medical and Dental plan

Health Savings Account contribution

Hybrid position

Paid time off

Job summary

Flourish Wealth Management in Edina, MN seeks an Associate Financial Planner to join a growth-focused team. You will work with Wealth Managers to prepare comprehensive financial planning analyses, support client meeting preparation and follow-up, contribute to ongoing planning, and help improve systems and processes that support the client experience.

This role is ideal for someone technically curious, highly organized, client-focused, and eager to learn, with a path to a future advisory role

Qualifications

• Approximately 2 years of experience in financial planning, wealth management or a related financial services role.
• CFP® designation or in progress of obtaining the CFP®.
• Excellent written and verbal communication skills demonstrating professionalism and ability to connect on a personal level.
• Strong attention to detail and ability to organize information clearly.
• Growth-mindset, curiosity, empathy, and a desire to understand the personal side of financial decision‑making.
• Strong analytical and problem‑solving skills.
• Self‑starter with a commitment to learning, improving systems, and taking initiative.
• Team‑oriented mindset and willingness to support others.
• Comfort with technology and interest in using AI and planning tools to improve quality, efficiency, and client outcomes.
• Experience with Schwab, Salesforce, MoneyGuidePro, Holistiplan, Orion, ShareFile is a plus but not required.

Responsibilities

• Support Wealth Managers in preparing comprehensive financial planning analysis for clients including retirement projections, cash flow planning, tax planning, charitable giving, insurance, estate planning, beneficiary review, education planning, and Social Security/Medicare considerations.
• Help prepare client meeting agendas, planning summaries, follow-up notes, and action items.
• Research planning questions and summarize findings in a clear, practical, and client-ready manner.
• Help identify planning opportunities, risks, and follow-up items for review with the Wealth Manager.
• Participate in client meetings alongside Wealth Managers while developing the skills to eventually lead portions of client meetings.
• Coordinate with the Investment Team on planning-related portfolio needs, including cash needs, asset allocation considerations, charitable giving strategies, and client-specific preferences.
• Collaborate with outside professionals, including CPAs, attorneys, and insurance professionals.
• Participate in networking, professional association, community, and social media activities to build relationships, represent the Flourish brand, and support client service and firm growth. Help Flourish continue to streamline workflows, improve how we use technology, responsible AI adoption, and business systems to support the client experience.

Skills

Financial planning

CFP designation or in progress

Communication

Attention to detail

Team oriented

Tech/AI interest

Education

CFP designation or in progress

Tools

Schwab

Salesforce

MoneyGuidePro

Holistiplan

Orion

ShareFile

Job description

Flourish Wealth Management is a dynamic and growing independent, fee-only boutique wealth management firm based in Edina, Minnesota. We provide comprehensive wealth management services that integrate life planning with financial planning, helping clients align their financial resources with their values, goals, and life transitions.

As fiduciaries, we are committed to putting our clients’ best interests first and building long-term, caring, and trusted relationships. We are also committed to building a team culture rooted in continuous learning, personal development, collaboration, innovation, and excellence.

At Flourish, we believe the future of financial planning will require both strong technical planning skills and the ability to build deep, meaningful client relationships. We are actively investing in technology, process improvement, and responsible AI adoption to enhance our client experience, reduce repetitive work, and create more capacity for meaningful client conversations and higher-value planning work.

The Opportunity

Flourish is seeking an Associate Financial Planner to join our team. This is a growth-oriented role designed for someone who wants to build a long-term career in comprehensive financial planning and eventually grow into a Wealth Manager role.

The Associate Financial Planner will work closely with Wealth Managers and other team members to prepare financial planning analyses, support client meeting preparation and follow-up, contribute to ongoing planning work, and help improve the systems and processes that support the client experience.

This role is ideal for someone who is technically curious, highly organized, client-focused, and energized by the opportunity to learn. The right candidate will be interested in growing into a future client-facing advisory role while developing expertise across retirement planning, tax planning, estate planning, insurance, charitable giving, cash flow planning, investment coordination, and values-based financial decision-making.

Compensation and Benefits

• Base salary range: $80,000-$90,000
• Additional incentive bonus compensation based on salary and conditioned on firm revenue and individual goals
• 401(k) plan with employer contribution
• Medical and Dental plan and Health Savings Account contribution
• Employer-paid long-term disability coverage
• Firmwide communication training and career development
• Personalized development plans in coordination with outside resources
• Paid professional dues, continuing education, conferences, and training
• Hybrid position, typically two days a week at Edina, MN office
• Paid time off for volunteer opportunities
• Time to appreciate and celebrate team accomplishments

Key Responsibilities

• Support Wealth Managers in preparing comprehensive financial planning analysis for clients including retirement projections, cash flow planning, tax planning, charitable giving, insurance, estate planning, beneficiary review, education planning, and Social Security/Medicare considerations.
• Help prepare client meeting agendas, planning summaries, follow-up notes, and action items.
• Research planning questions and summarize findings in a clear, practical, and client-ready manner.
• Help identify planning opportunities, risks, and follow-up items for review with the Wealth Manager.
• Participate in client meetings alongside Wealth Managers while developing the skills to eventually lead portions of client meetings.
• Coordinate with the Investment Team on planning-related portfolio needs, including cash needs, asset allocation considerations, charitable giving strategies, and client-specific preferences.
• Collaborate with outside professionals, including CPAs, attorneys, and insurance professionals.
• Participate in networking, professional association, community, and social media activities to build relationships, represent the Flourish brand, and support client service and firm growth. Help Flourish continue to streamline workflows, improve how we use technology, responsible AI adoption, and business systems to support the client experience.

Qualifications

• Approximately 2 years of experience in financial planning, wealth management or a related financial services role.
• CFP® designation or in progress of obtaining the CFP®.
• Excellent written and verbal communication skills demonstrating professionalism and ability to connect on a personal level.
• Strong attention to detail and ability to organize information clearly.
• Growth-mindset, curiosity, empathy, and a desire to understand the personal side of financial decision‑making.
• Strong analytical and problem‑solving skills.
• Self‑starter with a commitment to learning, improving systems, and taking initiative.
• Team‑oriented mindset and willingness to support others.
• Comfort with technology and interest in using AI and planning tools to improve quality, efficiency, and client outcomes.
• Experience with Schwab, Salesforce, MoneyGuidePro, Holistiplan, Orion, ShareFile is a plus but not required.

Why Flourish

• Follow a defined career development path focused on technical, client service, and leadership skills.
• Participate in ongoing training, education meetings, career development conversations, and professional development opportunities.
• Participate in a culture that emphasizes learning, feedback, personal growth, and professional development.
• Gain exposure to meaningful client work early in your career.
• Build technical planning knowledge while also developing relationship‑driven advisory skills.
• Help shape how Flourish uses technology and AI to improve workflows, planning quality, and the client experience.
• Find out more about the company and learn about our Core Values: Bring Passion and Excellence in Everything We Do, Make a Difference, Grow and Share Our Experience and Insights, Take Initiative and Be Resourceful, and Appreciate & Celebrate at Flourish Wealth Management's Core Values.

The Process

Qualified candidates will start the process by having a 15- to 30-minute zoom interview conducted by our consultant (the hiring manager for this position). If there is ground to move forward, you will be required to fill out a Career History Form and if you are selected to advance in the process, you will meet with the firm and complete assessments designed to help determine role fit and long‑term alignment.

Flourish Wealth Management is an equal opportunity employer.