Overview

As a Senior Financial Planning Associate, you will support an Advisor in Total Wealth Planning by preparing and delivering financial plans to clients.

Responsibilities

• Support the financial planning needs of an Advisor’s clients through the process of deep discovery and creation and delivery of a Total Wealth Plan.
• Support Advisor in implementation of Total Wealth Strategies in collaboration with a team of specialists.
• Champion a client-focused culture to deepen client relationships.
• Support Advisor in creating and delivering client seminars related to financial planning topics.
• Maintain financial planning professional practice standards while staying current on all financial planning related topics.

Qualifications

• CFP or IQFP (QC only) designation and ≥ 2 years experience.
• Advanced understanding of financial planning software; ability to model complex stra...