Financial Planning Associate in Jupiter

Energy Jobline ZR; Florida; On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Health insurance

Paid time off

401(k) with employer matching

Job summary

Core Wealth Management in Jupiter, FL is seeking a Financial Planning Associate to join a small, client-focused team. You will help develop and update financial plans, analyze client data, and support advisors in delivering tailored recommendations.

Ideal candidates are pursuing CFP certification (or hold a designation) and hold a bachelor’s degree in finance, accounting, economics, or business. This role offers growth opportunities and exposure to comprehensive planning and investment

Qualifications

• Active progress toward CFP certification or an existing designation.
• 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.
• 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 certification progress

Analytical skills

Communication skills

Client-facing mindset

Education

Bachelor's degree in finance, accounting, economics, business, or related field

Job description

Job Description

Financial Planning Associate

Core Wealth Management | Jupiter, FL

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, -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.

• Competitive base salary, employer-subsidized health insurance, paid time off, and a 401(k) with employer matching.