Financial Planning Associate
FEE-ONLY FIRM. TEAM OF FOUR.
Interested? Click here for more information!
Bachelor’s degree. 0-3 years of experience, preferably in financial planning. Pursuing CFP®, preferred. Demonstrated passion for the profession. Desire to work successfully in a small firm environment. Ability to excel with tight deadlines and multitask, flexibility, an attitude to do whatever needs to be done, open-mindedness, a good sense of humor, and not afraid of change or challenge.