Client-Focused Financial Planning Associate

Old Dominion Investment Corp; United States; On-site; USD 80,000 - 100,000; Full time

Benefits offered by this job

Competitive stable compensation

Annual performance-based bonus

Paid time off plus NYSE holidays

401k and health/dental/vision insurance

Mentorship from senior advisors

Growth opportunities

Job summary

A leading financial services firm in the United States is seeking a passionate financial planner to support senior advisors and strengthen client relationships. The role involves operational tasks, client documentation, and licensed client services. Ideal candidates will have 3-5 years of experience, hold or be willing to earn Series 7 & 66 licenses, and be open to continuous learning. This position offers competitive compensation, bonus opportunities, and 3 weeks of paid time off plus holidays.

Qualifications

• 3-5 years of experience in the financial planning industry.
• Willing to earn Series 7 & 66 licenses quickly if not already obtained.
• Humbly confident and interested in continuous learning.

Responsibilities

• Support lead advisors in client engagement and operational tasks.
• Perform licensed client service tasks like executing trades.
• Field client inquiries and manage 529 distributions.

Skills

Detail oriented

Empathy

Client relationship management

Communication

Team collaboration

Education

Series 7 & 66 licenses

CFP certification (or willingness to obtain)

Job description

A leading financial services firm in the United States is seeking a passionate financial planner to support senior advisors and strengthen client relationships. The role involves operational tasks, client documentation, and licensed client services. Ideal candidates will have 3-5 years of experience, hold or be willing to earn Series 7 & 66 licenses, and be open to continuous learning. This position offers competitive compensation, bonus opportunities, and 3 weeks of paid time off plus holidays.