Financial Planning Associate — CFP Path & Client Growth

Core Wealth Management, Inc.; Town of Florida, Northern (NY, KY); Hybrid; USD 65,000 - 95,000; Full time

Benefits offered by this job

Health insurance

Paid time off

401(k) with employer matching

Competitive base salary

Job summary

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

You’ll collaborate with experienced CFP® professionals, CPAs, and a CFA charterholder, contribute to client relationships, and assume greater responsibility as you grow.

Qualifications

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

Responsibilities

• 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

Analytical skills

Communication skills

Attention to detail

Ownership mindset

Client relationship mindset

Education

Bachelor's degree in finance

Bachelor's degree in accounting

Bachelor's degree in economics

Bachelor's degree in business

Job description

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

You’ll collaborate with experienced CFP® professionals, CPAs, and a CFA charterholder, contribute to client relationships, and assume greater responsibility as you grow.