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

Build your career in financial planning with a small firm where you can make a meaningful contribution and grow.

Core Wealth Management is an independent, fee-only fiduciary firm integrating comprehensive financial planning, tax planning, and investment management. We’re looking for someone serious about a long-term career in wealth management who has demonstrated that commitment by actively pursuing—or already earning—a CFP® certification.

You’ll work closely with experienced CFP® professionals, CPAs, and a CFA charterholder, contribute to client relationships, and take on greater responsibility as your capabilities grow.

What You’ll Do

• 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.

What You’ll Bring

• 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.

What We Offer

Exposure to sophisticated planning work, close collaboration with experienced advisors, and significant room for professional growth. Compensation includes a competitive base salary, employer-subsidized health insurance, paid time off, and a 401(k) with employer matching.