Hybrid Financial Planning Associate - Grow toward CFP

Lincoln Investment; Fort Washington (Montgomery County); Hybrid; USD 55,000 - 75,000; Full time

Benefits offered by this job

Competitive compensation and benefits package

Opportunities for professional growth

Recognition as a top workplace

Job summary

A leading financial services firm in Fort Washington is seeking an Associate Financial Planning Consultant to support financial teams in analyzing client needs and developing tailored financial plans. This role requires a Bachelor's degree and strong analytical skills, along with proficiency in Microsoft Office and financial planning software. The firm promotes a collaborative work environment focusing on helping clients achieve financial success through personalized services. A commitment to professional growth and customer orientation is necessary.

Qualifications

• 1-3 years of experience in financial planning or related field.
• Strong attention to detail and ability to manage multiple priorities.
• Understanding of investment products and financial strategies.

Responsibilities

• Assist in collecting and analyzing client financial information.
• Support the development of personalized financial plans.
• Collaborate with senior consultants to deliver recommendations.
• Participate in discussions on savings and investment strategies.

Skills

Analytical skills

Microsoft Office proficiency

Communication of financial data

Organizational skills

Client service orientation

Team collaboration

Education

Bachelor’s degree in business, Finance, Accounting, or Economics

Progress toward the CFP® designation

Tools

eMoney

MoneyGuidePro

Job description

A leading financial services firm in Fort Washington is seeking an Associate Financial Planning Consultant to support financial teams in analyzing client needs and developing tailored financial plans. This role requires a Bachelor's degree and strong analytical skills, along with proficiency in Microsoft Office and financial planning software. The firm promotes a collaborative work environment focusing on helping clients achieve financial success through personalized services. A commitment to professional growth and customer orientation is necessary.