Wealth Planner Associate — Client-Centric Financial Planning

Corient; Saint Petersburg (FL); On-site; USD 75,000 - 110,000; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Four Medical Plan options

Employer paid Dental, Vision & Life Insurance

Paid Maternity & Parental Leave

Corporate Discount Program

Job summary

A financial planning firm based in Florida is seeking an Associate Wealth Planner to enhance client financial strategies. The role involves preparing financial plans, assisting with client meetings, and requires a Bachelor's degree and CFP certification. Ideal candidates will have 2-3 years of relevant experience and strong skills in financial planning and investment. The firm offers competitive benefits including a 401(k) plan with employer matching and health insurance options, ensuring a supportive environment for professional growth.

Qualifications

• Bachelor's degree required.
• CFP® certification essential.
• Experience of 2-3 years in a relevant field.
• Proficiency in Microsoft Excel is necessary.
• Ability to maintain confidentiality is a must.

Responsibilities

• Increase financial planning and investment knowledge.
• Complete financial plans and investment reports as needed.
• Prepare for client meetings and document task items.
• Gather data and provide observations to Lead Advisors.

Skills

Financial planning and investment knowledge

Communication skills

Detail-oriented

Analytical abilities

Education

Bachelor's degree

CFP® certification

Tools

Microsoft Office

Salesforce

Portfolio Accounting Software

DocuSign

Job description

A financial planning firm based in Florida is seeking an Associate Wealth Planner to enhance client financial strategies. The role involves preparing financial plans, assisting with client meetings, and requires a Bachelor's degree and CFP certification. Ideal candidates will have 2-3 years of relevant experience and strong skills in financial planning and investment. The firm offers competitive benefits including a 401(k) plan with employer matching and health insurance options, ensuring a supportive environment for professional growth.