Associate Financial Planner - Client Impact & Growth

RTD Financial Advisors Inc; Philadelphia (Philadelphia County); On-site; USD 70,000 - 85,000; Full time

Job summary

RTD Financial Advisors Inc is seeking an Associate Financial Planner to join our dynamic team in Philadelphia. This role supports an established client base and participates in client meetings, with an emphasis on delivering thoughtful financial planning.

Candidates should have a bachelor's degree and at least two years in financial planning; CFP certification or progress toward it within 18 months is preferred. The position offers growth within a collaborative, client-focused firm.

Qualifications

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

Responsibilities

• Take notes during client meetings and prepare formal correspondence.
• Input actions from client meetings into CRM.
• Coordinate and lead team meetings and provide feedback to lead planners.
• Prepare client meeting agendas and materials; present portions of meetings.

Skills

Inquisitive inquiry

Empathy in communication

Confident verbal communication

Clear, concise thinking

Education

Bachelor's degree

CFP certification or obtainable within 18 months

Job description

RTD Financial Advisors Inc is seeking an Associate Financial Planner to join our dynamic team in Philadelphia. This role supports an established client base and participates in client meetings, with an emphasis on delivering thoughtful financial planning.

Candidates should have a bachelor's degree and at least two years in financial planning; CFP certification or progress toward it within 18 months is preferred. The position offers growth within a collaborative, client-focused firm.