Hybrid Financial Planning Associate | Growth & CFP Path

Bluespring Wealth Partners, LLC; Herndon (VA); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

401k with Matching

Company paid health insurance options

Tuition reimbursement for qualified

Education and professional development

Job summary

Hughes Financial Services LLC is seeking a motivated professional to support senior advisors and work directly with clients on financial planning. The role provides exposure to a broad range of financial services and prepares for advancement into an advisory position with licensing and designations.

Candidates should be pursuing CFP® coursework and hold a Bachelor's degree or be pursuing one. The firm offers a collaborative environment with opportunities for professional development and growth

Qualifications

• Preference will be given to candidates who have begun CFP® coursework or are actively pursuing the CFP® designation.
• Bachelor's Degree Preferred

Responsibilities

• Obtaining Client information as directed
• Analyzing and evaluating client information
• Assisting in the development of financial plans and recommendations in all areas of Financial Planning
• Monitoring the status of current financial plans and preparing materials for on-going reviews with clients
• Becoming familiar with a variety of software applications, including Schwab’s Advisor Center, eMoney Advisor, Black Diamond, Holistiplan, Vanilla, Co-Pilot, and Salesforce
• Providing technical support to clients utilizing the client portal (eMoney & Schwab Alliance)
• Aiding operations team with client administrative tasks

Skills

CFP coursework

Education

Bachelor's Degree Preferred

Tools

Schwab Advisor Center

eMoney Advisor

Black Diamond

Holistiplan

Vanilla

Co-Pilot

Salesforce

Job description

Hughes Financial Services LLC is seeking a motivated professional to support senior advisors and work directly with clients on financial planning. The role provides exposure to a broad range of financial services and prepares for advancement into an advisory position with licensing and designations.

Candidates should be pursuing CFP® coursework and hold a Bachelor's degree or be pursuing one. The firm offers a collaborative environment with opportunities for professional development and growth