Wealth Planning Associate - Client-Focused Financial Advisory

Bluespring Wealth Partners, LLC; Pittsburgh (Allegheny County); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

401(k)

Health insurance

Professional development opportunities

Job summary

Bluespring Wealth Partners, LLC in Pittsburgh is seeking a dedicated professional to join its financial planning team. The role involves assisting advisors in developing tailored financial plans, participating in client meetings, and utilizing financial planning software for scenario modeling.

Ideal candidates will have robust analytical skills, strong communication abilities, and a commitment to professional development. A bachelor’s degree is required, along with a minimum of three years in financial services. The position offers a supportive work environment and a competitive benefits package.

Qualifications

• Minimum 3 years of experience in a wealth management or financial services role.
• Experience with financial planning software and scenario modeling.
• Series 7 and Series 66 required within the first six months of employment.

Responsibilities

• Assist advisors in developing comprehensive financial plans.
• Research and prepare planning strategies related to client needs.
• Participate in client meetings and take notes.

Skills

Financial planning interest

Analytical skills

Communication skills

Attention to detail

Ability to manage multiple priorities

Collaboration

Professionalism

Financial planning software experience

Microsoft Office proficiency

Education

Bachelor’s degree or equivalent experience

CFP® designation in progress

Tools

Financial planning software

Microsoft Excel

Microsoft Word

Microsoft Outlook

Microsoft PowerPoint

Job description

Bluespring Wealth Partners, LLC in Pittsburgh is seeking a dedicated professional to join its financial planning team. The role involves assisting advisors in developing tailored financial plans, participating in client meetings, and utilizing financial planning software for scenario modeling.

Ideal candidates will have robust analytical skills, strong communication abilities, and a commitment to professional development. A bachelor’s degree is required, along with a minimum of three years in financial services. The position offers a supportive work environment and a competitive benefits package.