Wealth Planning Associate: Mentorship & CFP Path

CMC Recruiting; Madison (WI); Hybrid; USD 48,000 - 72,000; Full time

Benefits offered by this job

Health insurance

401(k) with employer match

PTO + holidays

Licensing and CFP support

Mentorship from CFP professionals

Hybrid flexibility

Job summary

Our client, a growing wealth management firm, seeks a Wealth Management Client Associate to launch a long-term career in the industry. You will learn from two CFP professionals in a primarily in-office role with a path to a hybrid schedule as you grow.

Initially you will build a solid foundation in financial planning, support advisors, and become proficient in eMoney while progressing toward CFP and licenses with firm support. Madison, WI.

Qualifications

• Experience in wealth management or related field and a desire to build a career in financial planning.
• Solid understanding of financial planning fundamentals and investments.
• Strong analytical and problem-solving skills; curiosity and initiative.
• Willingness to pursue CFP designation with firm support.
• Experience with eMoney or Pershing is a plus.

Responsibilities

• Learn the business and build a strong financial planning foundation.
• Understand the firm's planning philosophy and investment approach.
• Become proficient in eMoney and relevant tools.
• Prepare and update comprehensive financial plans for clients.
• Support advisors with meeting prep, analysis and follow-up.
• Learn tech, custodial, and operational processes, cross-train in client service.
• Complete Series 7 and 66 if needed with firm support.
• Pursue CFP designation as part of career development.

Skills

Wealth management

Financial services

Investments

Analytical skills

Curiosity

CFP pursuit

Tools

eMoney

Pershing

Job description

Our client, a growing wealth management firm, seeks a Wealth Management Client Associate to launch a long-term career in the industry. You will learn from two CFP professionals in a primarily in-office role with a path to a hybrid schedule as you grow.

Initially you will build a solid foundation in financial planning, support advisors, and become proficient in eMoney while progressing toward CFP and licenses with firm support. Madison, WI.