Associate Financial Planner
Bachelors’ degree from an accredited CFP Board Registered financial planning program or equivalent experience. Pass CFP® exam within first two years of employment. Above average knowledge of Microsoft Office. Show curiosity and confidence when dealing with clients and lead advisors. Specific experience working with Junxure, Drake Tax Prep, Steele Systems, Morningstar, Right Capital, and Raymond James and Schwab systems is helpful, but not required.