My Client is a growing independent wealth management practice seeking an Associate Financial Planner to join our advisory team. This is a hands‑on, client‑facing role that blends financial planning, client servicing, and business development within a fast‑paced, entrepreneurial environment.

You will play an active role in client relationships from day one—supporting planning discussions, preparing analysis, and ensuring clients receive a seamless and high‑quality experience. Over time, you will take on increasing responsibility for client relationships and planning complexity as your skills develop.

This role is ideal for someone who wants to build a long‑term career in financial planning and wealth advisory, with a clear pathway toward advanced designations and portfolio management responsibilities.

Key Responsibilities

• Lead and participate in financial planning meetings with both prospective and existing clients
• Conduct discov...