Hybrid Wealth Planning Associate: Grow into Wealth Manager

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

Benefits offered by this job

401(k) plan with employer contribution

Medical and Dental plans

Paid professional dues and training

Job summary

Flourish Wealth Management, Inc. seeks an Associate Financial Planner to join their Edina, MN team. This growth-oriented role is ideal for individuals aiming for a long-term career in financial planning.

The planner will collaborate closely with Wealth Managers, assist in comprehensive planning analyses, and focus on client service. Ideal candidates will have 2 years of experience and a client-centric mindset.

Benefits include a competitive salary, bonuses, and opportunities for professional development.

Qualifications

• Approximately 2 years of experience in financial planning, wealth management, or a related financial services role.
• CFP® designation or in the process of obtaining the CFP®.
• Strong attention to detail and ability to organize information clearly.

Responsibilities

• Support Wealth Managers in preparing comprehensive financial planning analysis.
• Help prepare client meeting agendas, planning summaries, follow-up notes.
• Research planning questions and summarize findings in a clear manner.

Skills

Client-focused approach

Strategic problem-solving

Excellent communication skills

Attention to detail

Growth mindset

Analytical skills

Comfort with technology

Team-oriented mindset

Education

CFP® designation or in process

2 years experience in financial planning

Tools

Schwab

Salesforce

MoneyGuidePro

Holistiplan

Orion

ShareFile

Job description

Flourish Wealth Management, Inc. seeks an Associate Financial Planner to join their Edina, MN team. This growth-oriented role is ideal for individuals aiming for a long-term career in financial planning.

The planner will collaborate closely with Wealth Managers, assist in comprehensive planning analyses, and focus on client service. Ideal candidates will have 2 years of experience and a client-centric mindset.

Benefits include a competitive salary, bonuses, and opportunities for professional development.