CFP-Track Financial Planning Associate

True Wealth Advisory Group; Walnut Creek (CA); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Direct mentorship from experienced advisors

Exposure to real client financial planning

Small-team environment with learning opportunities

Clear path for professional growth and CFP development

Collaborative culture focused on client relationships

Job summary

True Wealth Advisory Group is looking for a Financial Planning Associate based in Walnut Creek, California. This entry‑level position offers a unique opportunity to be mentored by experienced advisors and involve significant hands-on exposure in financial planning.

Responsibilities include building and maintaining financial plans, performing analyses, attending client meetings, and administrative support. Candidates should have a degree in a relevant field and a strong interest in financial services, with opportunities for growth as competency develops.

Qualifications

• Bachelor's Degree (preferably in Financial Planning, Finance, Economics, or related field).
• 0-2 years of financial services experience; internship experience considered favorably.
• Enrolled in a CFP Board-registered education program.

Responsibilities

• Build and maintain client financial plans in MoneyGuide Pro.
• Perform underlying analysis to support client recommendations.
• Assist in preparing client meeting materials.
• Attend client meetings to observe and take notes.
• Maintain the accuracy of client files and records.
• Process routine money movement requests.
• Run and retrieve reports from financial management software.
• Stay current on financial planning concepts and share findings.
• Support the team with general administrative tasks.

Skills

High attention to detail

Strong organizational habits

Strong written and verbal communication skills

Interest in financial planning analysis

Ability to work in a team

Basic understanding of investment concepts

Proficient in Microsoft Office Suite

Strong analytical and problem-solving skills

Education

Bachelor's Degree in Financial Planning, Finance, Economics or related field

Tools

Microsoft Office Suite

MoneyGuide Pro

Job description

True Wealth Advisory Group is looking for a Financial Planning Associate based in Walnut Creek, California. This entry‑level position offers a unique opportunity to be mentored by experienced advisors and involve significant hands-on exposure in financial planning.

Responsibilities include building and maintaining financial plans, performing analyses, attending client meetings, and administrative support. Candidates should have a degree in a relevant field and a strong interest in financial services, with opportunities for growth as competency develops.