Financial Planning Associate
BOUTIQUE FIRM. TEAM-BASED APPROACH.
Interested? Click Here for more information!
Bachelors’ degree from an accredited university; major in financial planning preferred. Pursuing CFP® certification. Strong financial and analytical skills. Must be a self-starter, problem solver, and goal-oriented team player with a “no job is beneath me” attitude. Must be service minded with an outgoing personality and the ability to build client rapport.