Financial Planner at Independent Wealth Firm

Embark on a rewarding career as an Associate Financial Planner with a dynamic independent wealth management practice. This hands-on, client-facing role prioritizes financial planning, client service, and business development.
Our client is seeking an Associate Financial Planner to actively contribute to client discussions, analyze financial situations, and enhance overall client experience. With over two years of experience in financial services, you'll engage in financial meetings, conduct client intakes, and draft valuable documentation to support clients every step of the way.
Key Responsibilities:
• Lead financial planning meetings with clients
• Conduct discovery conversations with prospective clients
• Prepare meeting agendas and financial summaries
• Draft follow-ups, recommendations, and action items
• Maintain accurate financial plans as circumstances evolve
Requirements:
• Two years of financial services experience
• Strong verbal and written com...