Our firm is ready to expand our team! We are currently in search of a Financial Planning Associate to be the day-to-day engine of our financial planning workflow, keeping new clients moving through each step of our process and freeing Wealth Managers to focus on relationships and recommendations. You’ll be responsible for the planning pipeline, help manage our tech stack and work closely with the Wealth Managers and Operations to ensure a consistent, human-first client experience for all new clients. Secondarily, you will support Wealth Managers with long-standing clients, helping craft agendas and summaries and completing one-off planning projects. You’ll also support Operations from time to time when client service needs arise. This is a great position for someone looking to get hands-on financial planning and client experiences, in preparation for growing into the Wealth Manager Associate position.In this role you will learn and grow so that you can confidently lead client relationships in the future. We want someone ready to embrace our small, community-based firm, who takes pride and ownership over their tasks and loves helping people.
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