Financial Planning Associate — Path to Wealth Advisor

Taylor Associates - Northwestern Mutual; Charlottesville (VA); Hybrid; USD 52,000 - 68,000; Full time

Benefits offered by this job

Remote work option

Structured training program

Job summary

Taylor Associates in Charlottesville, VA is seeking a Financial Planning Associate to build a career as a financial advisor. The role provides structured exposure to planning, investments, client meetings, and relationship management, with accelerated progression to Associate Wealth Management Advisor based on licensing and performance.

You will learn the firm’s philosophy and processes while supporting Service Advisors and Relationship Managers, handling data, research, and meeting preparation.

Qualifications

• Strong analytical and organizational abilities with attention to detail.
• Excellent written and verbal communication.
• Ability to manage multiple priorities and meet deadlines.
• Comfortable learning financial planning technology and CRM systems.
• Team player with professional client communication and discretion.
• Financial services experience preferred but not required.

Responsibilities

• Support Service Advisors and Relationship Managers as a member of the Operations Team.
• Gather, organize, enter, and maintain accurate client data across planning and CRM systems.
• Prepare planning and investment information, including illustrations and reports.
• Conduct research on planning topics and assist with meeting preparation and follow-up.
• Assist with client onboarding and calendar coordination.

Skills

Analytical skills

Problem solving

Attention to detail

Communication

Teamwork

Integrity

Tools

CRM systems

YCharts

Financial planning software

Job description

Taylor Associates in Charlottesville, VA is seeking a Financial Planning Associate to build a career as a financial advisor. The role provides structured exposure to planning, investments, client meetings, and relationship management, with accelerated progression to Associate Wealth Management Advisor based on licensing and performance.

You will learn the firm’s philosophy and processes while supporting Service Advisors and Relationship Managers, handling data, research, and meeting preparation.