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Financial Planning Associate

Location : Raleigh, NC
Job Type : Direct
Hours : Full Time
Required Years of Experience : 0-3 years
Required Education : 4 year degree
Travel : No
Relocation : No
Job Industry : Accounting - Finance
Job Category : Financial Services

Job Description :
 FEE ONLY FIRM, TEAM APPROACH

Interested? Click here for more information!
Required Qualifications :
 

BA/BS from an accredited university; degree in Financial Planning preferred. Is or on track to become a CPA or CFP®. Accounting or finance related experience. Experience working with a brokerage firm or independent financial advisory practice preferred. Self-confidence and personal integrity. Team player with strong leadership skills and ability to multi-task and manage time effectively. A “continuous learning” mindset. Familiarity with industry-specific software preferred.


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