Senior Financial Planning Associate

Turn2Partners; Charlotte (NC); Hybrid; USD 70,000 - 100,000; Full time

Benefits offered by this job

Fully paid employee health coverage

401(k) match

Parental leave

Education support

Inclusive culture with low turnover

Inclusive, collaborative culture

Nationally recognized as fast-growing

Job summary

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.

Qualifications

• 2+ years of experience in financial planning or related financial services.
• Series 65 or CFP® required.
• Comfortable with hybrid work schedule.
• Excellent communication, organizational, and client service skills
• Detail-oriented and strong problem-solving abilities
• Comfortable with hybrid work schedule

Responsibilities

• 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.
• Review trading and investment allocation reports
• Collaborate with client service teams and other internal departments
• Conduct planning research and monitor tax law updates
• Support onboarding and training of new team members

Skills

Client communication

Organizational skills

Problem-solving

Attention to detail

Attention to detail

Hybrid work

Education

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

Tools

Financial planning software (eMoney, Tamarac, Holistiplan)

Fidelity

Schwab

Schwab custodians

Fidelity custodians

Job description

Senior Financial Planning Associate

A growing, independent wealth management firm is seeking a Senior Financial Planning Associate to support high-net-worth client relationships and deliver comprehensive financial planning services. This role is ideal for candidates who want to work closely with advisors and clients, contribute meaningfully to strategic planning, and grow within a dynamic, team-oriented environment.

Key Responsibilities

• Conduct in-depth client interviews and gather financial data
• Develop and present comprehensive financial plans (investment, tax, estate, retirement, compensation, insurance)
• Support clients in implementing their financial plans
• Participate in client meetings and provide planning insights
• Review trading and investment allocation reports
• Collaborate with client service teams and other internal departments
• Conduct planning research and monitor tax law updates
• Support onboarding and training of new team members

Requirements

• Bachelor’s degree in Finance, Business, Economics, or related field
• 2+ years of experience in financial planning or related financial services
• Series 65 or CFP® required (must be willing to drop other licenses if applicable)
• Excellent communication, organizational, and client service skills
• Detail-oriented and strong problem-solving abilities
• Comfortable with hybrid work schedule

Preferred Tools & Experience

• Financial planning software (eMoney, Tamarac, Holistiplan)
• Familiarity with Schwab and Fidelity custodians

Benefits

• Clear path for advancement within a high-growth, employee‑owned firm
• Fully paid employee health coverage
• 401(k) match
• Parental leave (maternity and paternity)
• Education support
• Inclusive, collaborative culture with low turnover
• Nationally recognized as one of the fastest‑growing RIAs