Are you ready to elevate your financial planning career?
Are you seeking a company that values people over profit?
At our firm, clients are our most important asset, and we treat them like family.
We're looking for a client-focused Associate Planner to join our dynamic team.
In this role, you'll collaborate with an experienced Financial Planner to develop and execute tailored financial strategies for a growing portfolio of high-net-worth clients.
If you're passionate about building lasting relationships and making a meaningful impact, we'd love to hear from you!
This is a full-time Monday through Friday role in the office each day.
After 90 days, you will be eligible for hybrid 3 days in office, 2 days remote.
Key Responsibilities:
- Create and Implement Plans: Develop comprehensive financial plans and investment portfolios tailored to each client.
- Client Service: Provide advice in areas like investment, tax, insurance, and retirement planning.
- Client Relationship Management: Develop and nurture relationships with existing clients and help onboard new clients.
- Collaboration: Participate in client meetings (solo or with Financial Planner) and engage in team discussions.
- Continuous Learning: Act as a resource for the team, offering training and support on technical matters.
What You Bring:
- Financial Services Experience: 3+ years in financial planning or related field.
- Education & Licensing: College degree, Series 65 or 66, and State Life Insurance license.
- Analytical and Communication Skills: Strong mathematical, organizational, and interpersonal skills.
- Team Player: Ability to thrive in a family-oriented, fun, and collaborative environment.
- Commitment to Excellence: Adherence to rules and regulations, plus a proactive attitude to drive results.
Perks of Joining Us:
- Work with a growing firm that values both professional development and a fun, team-oriented atmosphere.
- Tremendous benefits!
- Engage with high-net-worth clients and gain experience in all facets of financial planning.
- Be part of a team that celebrates successes together and fosters long-term relationships with clients.
- Quarterly Incentives
EEO/AA Employer/Vet/Disabled.
The Know Your Rights poster is available here:
The pay transparency policy is available here:
For temporary assignments lasting 13 weeks or longer, the Company is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.
We are committed to working with and providing reasonable accommodations to individuals with disabilities.
If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.
AppleOne participates in the E-Verify program in certain locations as required by law.
Learn more about the E-Verify program.
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