Associate Financial Planner

Our client, a financial planning firm that focuses on high-net-worth individuals, is currently seeking a Financial Planning Associate to join their growing team in Alexandria, VA. The incumbent will be responsible for assisting with financial planning, business development and relationship management.

Additional Details

Partner with wealth manager in serving existing clients

Communicate directly with clients

Organize and analyze client data

Generate financial reports utilizing planning software

Collaborate with outside advisors

Qualifications

Bachelor’s degree is required

Minimum of two years in the financial services industry

Great communication skills

Well organized

Strong work ethic

CFP or ability to obtain in timely manner