Associate Financial Planner: World-Class Training & Growth

Integrated Partners; Fairfax (VA); On-site; USD 55,000 - 85,000; Full time

Job summary

Integrated Financial Partners is looking for an Associate Financial Planner who will serve clients, manage relationships, and support financial planning efforts. You will collaborate with the team to deliver personalized wealth management solutions and maintain exceptional service across client interactions.

The role emphasizes growth through training, certifications, and hands-on experience in investment analysis, planning, and technology-enabled client servicing.

Qualifications

• Bachelor’s degree in finance, business, or related field; industry certifications preferred.
• Detail-oriented with strong data analysis and client communication.
• Seeking growth in wealth management and advisory services.

Responsibilities

• Build trusted client relationships and maintain high levels of service.
• Coordinate client meetings, reviews, and follow-ups to ensure satisfaction.
• Support research on market trends and investment options with data-driven insights.
• Assist in crafting and maintaining customized financial plans.
• Help adopt technology to improve client service and operations.
• Support the Lead Advisor through referrals and new services.

Skills

Client relationships

Client service

Investment analysis

Financial planning

Technology adoption

Lead generation

Education

Bachelor's degree in finance or business

Job description

Integrated Financial Partners is looking for an Associate Financial Planner who will serve clients, manage relationships, and support financial planning efforts. You will collaborate with the team to deliver personalized wealth management solutions and maintain exceptional service across client interactions.

The role emphasizes growth through training, certifications, and hands-on experience in investment analysis, planning, and technology-enabled client servicing.