CFP Candidate — Financial Planning Associate

Core Wealth Management (Jupiter, FL); Town of Florida (NY); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health insurance

Paid time off

401(k) match

Job summary

Core Wealth Management is a small, independent wealth advisory firm seeking a candidate serious about a long-term career in wealth management. You will work closely with CFP professionals, CPAs, and a CFA charterholder to build client relationships and gradually take on more responsibility.

The role emphasizes developing financial plans, researching strategies, and supporting client service with opportunities to grow within a collaborative team.

Qualifications

• Active progress toward CFP certification or an existing designation.
• A bachelor’s degree in finance, accounting, economics, business, or a related field.
• Strong analytical and communication skills, attention to detail, and follow-through.
• Initiative, curiosity, and a willingness to take ownership.
• A desire to work directly with clients and grow within a small, collaborative team.

Responsibilities

• Help develop and update financial plans covering cash flow, retirement, taxes, and investments.
• Gather and analyze client information, research planning strategies, and prepare for client meetings.
• Participate in meetings, coordinate follow-up, and help clients implement recommendations.
• Support investment planning, client reporting, and ongoing client service.

Skills

CFP progress

Client service

Analytical skills

Communication

Ownership

Education

Bachelors in Finance

Job description

Core Wealth Management is a small, independent wealth advisory firm seeking a candidate serious about a long-term career in wealth management. You will work closely with CFP professionals, CPAs, and a CFA charterholder to build client relationships and gradually take on more responsibility.

The role emphasizes developing financial plans, researching strategies, and supporting client service with opportunities to grow within a collaborative team.