Hybrid Financial Planning Associate

RIA Recruiting; 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

Unlimited PTO plus bonus holiday week

Job summary

RIA Recruiting is seeking an Associate Financial Planner to join Flourish Wealth Management in Edina, Minnesota. This dynamic role focuses on preparing detailed financial analyses while cultivating meaningful client relationships. The right candidate will demonstrate strong organization skills and a commitment to personal development.

The firm offers a competitive salary between $80,000 and $90,000, additional bonuses, and exceptional benefits including unlimited PTO and hybrid work options.

Qualifications

• 2 years experience in financial planning, wealth management, or a related financial services role.
• CFP® designation or in progress.
• Excellent written and verbal communication skills.

Responsibilities

• Prepare comprehensive financial planning analysis for clients.
• Help prepare client meeting agendas and follow-up notes.
• Participate in client meetings alongside Wealth Managers.

Skills

Financial planning

Analytical skills

Communication skills

Client relationship management

Education

CFP® designation or in progress

2 years experience in financial planning

Tools

Schwab

Salesforce

MoneyGuidePro

Job description

RIA Recruiting is seeking an Associate Financial Planner to join Flourish Wealth Management in Edina, Minnesota. This dynamic role focuses on preparing detailed financial analyses while cultivating meaningful client relationships. The right candidate will demonstrate strong organization skills and a commitment to personal development.

The firm offers a competitive salary between $80,000 and $90,000, additional bonuses, and exceptional benefits including unlimited PTO and hybrid work options.