Financial Planning Associate
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Job Description
We are seeking a Financial Planning Associate to support senior advisors in delivering personalized financial plans and client service. This role is ideal for someone looking to build a long-term career in financial services.
Our company believes in taking on an educational approach to finances and to deliver our expertise to people from all backgrounds. Partnering with some of the top 100, fortune 500 companies, we are able to provide a complimentary financial plan for anyone who needs help.
This is an opportunity for those who are hard-working, have good communication skills and customer service skills, love to help people, and are willing to start a training program as an entry-level financial professional and potentially develop into management and leadership positions.
Through our in-depth training program, you will learn how to sit down with an individual, family, or...