The Planning Associate position assists the Financial Planning Specialist and Financial Advisors in developing financial plans for clients. This includes sitting in on client meetings, taking notes and performing follow up tasks. This person will also enter data into our planning software, CRM and perform research related to various financial planning scenarios. This person will be in the process of obtaining their CFP® designation. This position is part of the career track towards becoming a Financial Advisor at our firm.
Excellent benefits package included plus bonus opportunities.