Associate Financial Planner — Client-Facing, Growth Path

SK Wealth Management, LLC; Providence (RI); On-site; USD 65,000 - 90,000; Full time

Job summary

SK Wealth Management, LLC in Providence, RI, is seeking an Associate Financial Planner to join our growing team. You will help develop and maintain comprehensive financial plans, participate in client meetings, coordinate planning workflows, and ensure clients receive thoughtful, accurate, and timely service.

You will attend meetings with clients and prospective clients from day one, take clear notes, and learn to recognize what matters to clients beyond the numbers.

Qualifications

• Minimum two years of experience as an Associate Financial Planner, Paraplanner, or similar role.
• Ability to manage multiple priorities while maintaining accuracy and follow-through.
• Growth-oriented mindset with interest in progressing to a Financial Planner role.
• CFP certification progression or related credential preferred; CFP pursuit encouraged.

Responsibilities

• Support the financial planning process with client data gathering and documentation.
• Attend client meetings with Financial Planners and document follow-up items.
• Coordinate planning workflows and maintain CRM records.
• Assist with onboarding new clients and provide back-office support.
• Communicate with clients by phone and email to gather information and coordinate next steps.
• Balance detailed work with changing client needs and timelines.

Skills

Research

Organization

Written communication

Problem solving

Prioritization

Growth mindset

Education

Registered Paraplanner

CFP pursuit

Tools

Holistiplan

CRM software

Job description

SK Wealth Management, LLC in Providence, RI, is seeking an Associate Financial Planner to join our growing team. You will help develop and maintain comprehensive financial plans, participate in client meetings, coordinate planning workflows, and ensure clients receive thoughtful, accurate, and timely service.

You will attend meetings with clients and prospective clients from day one, take clear notes, and learn to recognize what matters to clients beyond the numbers.