Senior Financial Planner — Hybrid Growth & Benefits

Turn2Partners; Charlotte (NC); Híbrido; USD 70.000 - 100.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Fully paid employee health coverage

401(k) match

Parental leave

Education support

Inclusive culture with low turnover

Descripción de la vacante

A growing wealth management firm in Charlotte is seeking a Senior Financial Planning Associate to support high-net-worth clients and deliver comprehensive financial planning services. The ideal candidate will have a Bachelor's degree in a relevant field and 2+ years of experience in financial planning. You will conduct client interviews, develop financial plans, and collaborate with advisors, contributing to strategic planning within a dynamic and inclusive culture.

Formación

• 2+ years of experience in financial planning or related financial services.
• Series 65 or CFP® required.
• Comfortable with hybrid work schedule.

Responsabilidades

• Conduct in-depth client interviews and gather financial data.
• Develop and present comprehensive financial plans.
• Support clients in implementing their financial plans.
• Collaborate with client service teams.

Conocimientos

Client communication

Organizational skills

Problem-solving

Attention to detail

Educación

Bachelor's degree in Finance, Business, Economics, or related field

Herramientas

Financial planning software (eMoney, Tamarac, Holistiplan)

Fidelity

Schwab

Descripción del empleo

A growing wealth management firm in Charlotte is seeking a Senior Financial Planning Associate to support high-net-worth clients and deliver comprehensive financial planning services. The ideal candidate will have a Bachelor's degree in a relevant field and 2+ years of experience in financial planning. You will conduct client interviews, develop financial plans, and collaborate with advisors, contributing to strategic planning within a dynamic and inclusive culture.