Financial Associate
Our client is a firm of financial architects with deep expertise in the tech sector and stock-based compensation.
They help their clients break through the daily financial noise to create their own philosophy around money.
The group provides flat-fee financial planning as well as wealth management services to their clients, and they currently have approx.
$300M in assets under their care.
They are looking to bring on a Financial Associate to work directly with clients on their financial planning.
This position has a clear career path with the potential for future opportunities in the firm.
Job Responsibilities Implement recommendations that are identified through the planning process Run analysis and develop recommendations to help clients optimize each area of their planning Help new clients get up to speed and feel confident in their plan Work directly with the team to ensure all appropriate documents are in order, signed, and completed Coordinate with the company's tight-knit team to deliver timely, tailored, and caring guidance Serve as a secondary point of contact for clients' questions related to their planning and implementation Work with a measure twice, cut once mentality Job Requirements & Qualifications Ideal candidates are curious, caring, excellent communicators, and excited to learn and grow 0-2 years of experience in the finance industry BA/BS in Finance, Business, or a related field is preferred Our client cares most about hiring the right person for the job and can provide training and development to help advance necessary skill sets Compensation $60,000 base salary plus bonus, benefits, and other incentives.
As well as further related education cost covered (example:
CFP designation, FINRA licenses, etc.
) Hybrid - 3 days in office/2 days remote Recommended Skills Curiosity Finance Networking Training Activities Nursing Estimated Salary: $20 to $28 per hour based on qualifications.
They help their clients break through the daily financial noise to create their own philosophy around money.
The group provides flat-fee financial planning as well as wealth management services to their clients, and they currently have approx.
$300M in assets under their care.
They are looking to bring on a Financial Associate to work directly with clients on their financial planning.
This position has a clear career path with the potential for future opportunities in the firm.
Job Responsibilities Implement recommendations that are identified through the planning process Run analysis and develop recommendations to help clients optimize each area of their planning Help new clients get up to speed and feel confident in their plan Work directly with the team to ensure all appropriate documents are in order, signed, and completed Coordinate with the company's tight-knit team to deliver timely, tailored, and caring guidance Serve as a secondary point of contact for clients' questions related to their planning and implementation Work with a measure twice, cut once mentality Job Requirements & Qualifications Ideal candidates are curious, caring, excellent communicators, and excited to learn and grow 0-2 years of experience in the finance industry BA/BS in Finance, Business, or a related field is preferred Our client cares most about hiring the right person for the job and can provide training and development to help advance necessary skill sets Compensation $60,000 base salary plus bonus, benefits, and other incentives.
As well as further related education cost covered (example:
CFP designation, FINRA licenses, etc.
) Hybrid - 3 days in office/2 days remote Recommended Skills Curiosity Finance Networking Training Activities Nursing Estimated Salary: $20 to $28 per hour based on qualifications.
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