• Availability: Immediately
  • Deadline: Until Position is Filled

We’re seeking an Associate Financial Planner in the Philadelphia region. Our Financial Planning Career Track offers the right candidate an amazing opportunity to develop a career, guiding clients through important decisions, while shaping the future of a highly committed and cutting-edge financial planning firm. Candidates should passionately believe that client interests always come first.

Key Qualifications and Characteristics

  • Seeking a defined career path in financial planning
  • At least 2-3 years of financial planning experience
  • Actively pursuing the CFP® designation (or satisfied the full coursework from a Certified Financial PlannerTM program)
  • B.A. or B.S. degree from an accredited four-year university
  • Strong verbal and written communication skills
  • Very organized, with acute attention to detail
  • Self-starter, problem solver and goal-oriented team player with a ‘no job is beneath me’ attitude
  • Genuinely caring by nature, empathetic and a good listener
  • Demonstrates curiosity and confidence when working with others
  • Experience working with Microsoft Office Suite, eMoney Advisor, Junxure

To Apply

Please apply here, through LinkedIn.