Hybrid Associate Financial Planner — Path to Wealth Manager

Flourish Wealth Management®; Edina (MN); Hybrid; USD 80,000 - 90,000; Full time

Benefits offered by this job

401(k) plan with employer contribution

Medical and Dental plan

Health Savings Account contribution

Hybrid position

Paid time off

Job summary

Flourish Wealth Management in Edina, MN seeks an Associate Financial Planner to join a growth-focused team. You will work with Wealth Managers to prepare comprehensive financial planning analyses, support client meeting preparation and follow-up, contribute to ongoing planning, and help improve systems and processes that support the client experience.

This role is ideal for someone technically curious, highly organized, client-focused, and eager to learn, with a path to a future advisory role

Qualifications

• Approximately 2 years of experience in financial planning, wealth management or a related financial services role.
• CFP® designation or in progress of obtaining the CFP®.
• Excellent written and verbal communication skills demonstrating professionalism and ability to connect on a personal level.
• Strong attention to detail and ability to organize information clearly.
• Growth-mindset, curiosity, empathy, and a desire to understand the personal side of financial decision‑making.
• Strong analytical and problem‑solving skills.
• Self‑starter with a commitment to learning, improving systems, and taking initiative.
• Team‑oriented mindset and willingness to support others.
• Comfort with technology and interest in using AI and planning tools to improve quality, efficiency, and client outcomes.
• Experience with Schwab, Salesforce, MoneyGuidePro, Holistiplan, Orion, ShareFile is a plus but not required.

Responsibilities

• Support Wealth Managers in preparing comprehensive financial planning analysis for clients including retirement projections, cash flow planning, tax planning, charitable giving, insurance, estate planning, beneficiary review, education planning, and Social Security/Medicare considerations.
• Help prepare client meeting agendas, planning summaries, follow-up notes, and action items.
• Research planning questions and summarize findings in a clear, practical, and client-ready manner.
• Help identify planning opportunities, risks, and follow-up items for review with the Wealth Manager.
• Participate in client meetings alongside Wealth Managers while developing the skills to eventually lead portions of client meetings.
• Coordinate with the Investment Team on planning-related portfolio needs, including cash needs, asset allocation considerations, charitable giving strategies, and client-specific preferences.
• Collaborate with outside professionals, including CPAs, attorneys, and insurance professionals.
• Participate in networking, professional association, community, and social media activities to build relationships, represent the Flourish brand, and support client service and firm growth. Help Flourish continue to streamline workflows, improve how we use technology, responsible AI adoption, and business systems to support the client experience.

Skills

Financial planning

CFP designation or in progress

Communication

Attention to detail

Team oriented

Tech/AI interest

Education

CFP designation or in progress

Tools

Schwab

Salesforce

MoneyGuidePro

Holistiplan

Orion

ShareFile

Job description

Flourish Wealth Management in Edina, MN seeks an Associate Financial Planner to join a growth-focused team. You will work with Wealth Managers to prepare comprehensive financial planning analyses, support client meeting preparation and follow-up, contribute to ongoing planning, and help improve systems and processes that support the client experience.

This role is ideal for someone technically curious, highly organized, client-focused, and eager to learn, with a path to a future advisory role