VirtualVocations

Compensation

Full Description

A company is looking for an Associate Financial Planner to manage client relationships and deliver wealth management strategies. Key Responsibilities Manage and deepen relationships with high-net-worth clients through proactive communication Prepare and deliver financial plans, investment policy statements, and comprehensive wealth strategies Collaborate with internal teams and external professionals to address various planning needs Required Qualifications Advanced credential (CFP, CFA, CPA, EA, JD, Master's, or PhD) required 5-10+ years in financial services, with at least 2 years of direct client advising experience Proven track record of building and maintaining trusted client relationships Strong technical proficiency with Microsoft Office, CRM, and portfolio management tools Commitment to service excellence and upholding high ethical standards