Associate Financial Planner: Client-Focused Growth

RTD Financial Advisors Inc; Middletown Township (PA); Hybrid; USD 70,000 - 85,000; Full time

Job summary

RTD Financial Advisors Inc is seeking an Associate Financial Planner to join our team. Candidates should have a bachelor's degree and at least two years of financial planning experience.

CFP certification or eligibility within 18 months is preferred as we support professional development. You will work with an established client base, attend meetings, prepare agendas and materials, and input actions into the CRM while helping to grow client relationships in a collaborative, client-first

Qualifications

• Bachelor's degree required.
• CFP certification or eligibility within 18 months.
• Minimum two years of financial planning experience.

Responsibilities

• Prepare client meeting agendas and materials.
• Attend and participate in client meetings and deliver advice when appropriate.
• Input actions from client meetings into CRM.
• Coordinate and lead team meetings.

Skills

Inquisitive inquiry

Empathy in communication

Verbal communication

Clear and concise

Education

Bachelor's degree

CFP certification or 18 months to obtain

Job description

RTD Financial Advisors Inc is seeking an Associate Financial Planner to join our team. Candidates should have a bachelor's degree and at least two years of financial planning experience.

CFP certification or eligibility within 18 months is preferred as we support professional development. You will work with an established client base, attend meetings, prepare agendas and materials, and input actions into the CRM while helping to grow client relationships in a collaborative, client-first