Job Description
My Client is a growing independent wealth management practice seeking an Associate Financial Planner to join our advisory team. This is a hands-on, client-facing role that blends financial planning, client servicing, and business development within a fast-paced, entrepreneurial environment.
You will play an active role in client relationships from day one—supporting planning discussions, preparing analysis, and ensuring clients receive a seamless and high-quality experience. Over time, you will take on increasing responsibility for client relationships and planning complexity as your skills develop.
This role is ideal for someone who wants to build a long-term career in financial planning and wealth advisory, with a clear pathway toward advanced designations and portfolio management responsibilities.
Key Responsibilities
- Lead and participate in financial planning meetings with both prospective and existing cl...