Associate Financial Planner
Bachelor’s degree. 0-5 years of experience in financial planning. Passed the CFP® exam. Strong written and verbal communication skills. Ideal team members for our office culture will have a strong work ethic, be self-motivated and have collaborative and interpersonal skills. Above average ability in time management and organizational skills. Software we use includes Orion, Junxure Cloud, iRebal, Right Capital among others.