State Licensed Financial Planner

Job Summary

A company is looking for a Senior Associate, Advanced Wealth Planning.

Key Responsibilities

• Prepare and present financial planning cases for clients and prospects with assets from $5 million to $15 million
• Consult and develop financial plans and wealth management strategies based on clients' goals
• Assist in developing content for webinars and collaborate with the marketing team for article publication

Required Qualifications

• Bachelor's Degree
• Certified Financial Planning (CFP) Designation or pursuing CFP
• Experience using eMoney
• Highly organized and technically proficient
• Ability to think strategically and creatively in a fast-paced environment