We are seeking a highly motivated Financial Planning Associate to join our team. As a Financial Planning Associate, you will play a critical role in helping our Senior Financial Advisors prepare financial plans for our clients. You will work closely with clients to understand their financial objectives, analyze their current financial status, and assist in the development of personalized financial plans. Other responsibilities may include providing content for social media, blogs, podcasts and videos. This role has the potential to grow into a Financial Advisor through our training program.