Associate Wealth Planner

$250M+ AUM, GROWING, TEAM-CENTRIC
Our client is a premier financial planning firm in the Collegeville, Pennsylvania area. They proudly serve many individuals, families, business owners, and institutions throughout the Philadelphia, Mid-Atlantic region, and well beyond. They provide the intimacy of a small boutique, backed by the resources and security of a large financial services organization. The firm offers the ideal candidate the opportunity to join a tight-knit team of experts and be and integral part of their team serving as the true connection between our clients, support team, and advisors.
WHAT YOU WILL GET TO DO
In this role, you will work closely with Senior, Lead, and Wealth Advisors to develop your financial planning expertise. You will serve as a secondary point of contact for clients within the advisory team, analyze client information, and help evaluate appropriate financial planning solutions. You will also build client financial plans and investment proposals as directed by the advisory team, communicate planning observations to advisors, capture and organize client meeting data, and identify gaps and opportunities within client plans.
QUALIFICATIONS
Bachelor’s degree from an accredited university. Progress towards CFP® designation. FINRA Series 65 licensing preferred. Excellent written and verbal communication skills. Demonstrates personal integrity, honesty, and above average emotional intelligence. Excellent time management and organizational skills, and the ability to prioritize multiple tasks and anticipate potential problems. Working knowledge of Tamarac MoneyGuide is a plus.
THE PERKS
Base salary range starting at $75k based on experience, plus bonus incentive opportunities. 401(k) plan with 4% non-elective contribution. Group health and dental insurance plan. Hybrid Flexibility(must live in Philly area). Clear growth track with ownership buy in structure in place.