Investment/Planning Associate

1 day left

Saint Paul, Minnesota
Based upon experience and education/certifications
Apr 14, 2021
May 14, 2021
Employment Type
Full Time
Experience Level
5 to 9 years
CFP® Certification

Job description

This position will provide you with a wide scope of tasks within the financial services industry. We are a fast paced, growing firm offering a competitive salary and benefit package. We offer flexibility and the opportunity to work remotely.  CFP and CFA candidates/holders encouraged to apply! 

Core Responsibilities:

You will assist with preparing for client meetings, data and investment analysis, and investment selection and management.  You will also work closely with advisors and clients on all aspects of financial planning and investment management.  

Required Skills:

  • Strong background/knowledge base surrounding investments, portfolio management, and the basic foundations of financial planning
  • Detail-oriented and organized
  • Excellent interpersonal, verbal, and written communication skills
  • Ability to prioritize and complete tasks efficiently


Education and Experience:

  • Bachelor’s degree preferred
  • Minimum 3 years industry experience
  • CFP or CFA preferred

Apply for Investment/Planning Associate

Already uploaded your resume? Sign in to apply instantly


Upload from your computer

Or import from cloud storage

Your Resume must be a .doc, .pdf, .docx, .rtf, and no bigger than 1Mb

4000 characters left

When you apply for a job we will send your application to the named recruiter, who may contact you. By applying for a job listed on CFP Board Career Center you agree to our terms and conditions and privacy policy. You should never be required to provide bank account details. If you are, please email us.