Associate Wealth Planner

Jobtailor; Franklin (VA); On-site; USD 36,000 - 60,000; Full time

Job summary

Jobtailor in Franklin, USA is seeking a proactive professional to support client communications, coordinate appointments, and manage the full business development cycle. The role involves preparing customized planning materials, reports, and documentation while ensuring accurate recordkeeping and compliance.

You will participate in client meetings, support follow-through, and engage in marketing and outreach to grow the client base.

Qualifications

• Bachelor’s degree or equivalent experience.
• Strong interpersonal and organizational skills.
• Attention to detail and professionalism.
• Motivation to grow within financial planning.
• Openness to obtaining required licenses and certifications.

Responsibilities

• Assist local team with client communication and appointment coordination.
• Prepare personalized planning materials, reports, and documentation.
• Maintain accurate and compliant client records.
• Participate in client meetings, supporting follow-through and service.
• Engage in marketing and outreach efforts to grow the client base.
• Develop industry knowledge through ongoing education and mentorship.

Skills

Interpersonal skills

Organizational skills

Professionalism

Detail orientation

Growth mindset

Education

Bachelor's degree or equivalent

Job description

Responsibilities

• Assist the local team with client communication, appointment coordination, and the full business development cycle
• Help prepare personalized planning materials, reports, and documentation
• Maintain accurate and compliant client records
• Participate in client meetings, supporting follow-through and service
• Engage in marketing and outreach efforts to help grow the client base
• Develop industry knowledge through ongoing education and mentorship

Requirements

• Strong interpersonal and organizational skills
• Professionalism and attention to detail
• Motivation to grow within the financial planning field
• A passion for helping others achieve long-term goals
• Bachelor’s degree (preferred) or equivalent experience
• Openness to obtaining required licenses and certifications
• Ability to work (with flexibility) out of our office located: 99 W Jefferson St, Franklin IN 46131