Associate Financial Planner

Reach out to Michelle Espejo via LinkedIn or email for immediate consideration and additional info.

Join a fast-growing RIA dedicated to exceptional client satisfaction and team growth! Their vibrant culture fosters lifelong partnerships, combining innovation and integrity to help clients achieve their financial dreams. Enjoy a competitive compensation package, great perks like a 401(k) plan, a lifestyle stipend, and a united, supportive team.

Responsibilities:

• Assist Lead Advisors in delivering exceptional client service.
• Act as the primary point of contact for all client communications.
• Ensure timely and comprehensive responses in collaboration with the Lead Advisor.
• Track task progress and follow up on outstanding action items.
• Proactively address client issues and concerns to ensure satisfaction.
• Understand client expectations and preferences to advocate effectively.
• Work with internal teams to enhance client service processes and workflows.
• Manage client relationships, including preparing meeting materials and providing ongoing support.

• 2+ years of wealth management experience including financial planning experience.
• Must hold: Series 65, CFP or CFA.
• Plan to sit for the CFP exam within two years if not already certified.
• Familiarity with tools like Redtail, Orion, eMoney, Morningstar, GoToMeeting, iRebal, and Schwab custodian is a plus.
• Strong communication skills with a personable, professional demeanor.
• Detail-oriented, organized, and skilled at multitasking.
• Energetic, assertive, and proactive with an entrepreneurial mindset.
• Team player willing to support colleagues at all levels.
• Thrives in a fast paced environment

Reach out to Michelle Espejo via LinkedIn or email for immediate consideration and additional info.