Associate Wealth Planner

Solitude Financial Services
Charlottesville, Virginia
$65,000 to $95,000 annually plus bonus potential
Closing date
Jun 11, 2022

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Job Role
Financial Planner
Employment Type
Full Time
Experience Level
1-4 years
CFP® Certification
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Under the general guidance of the Lead Wealth Planner and in collaboration with a Wealth Advisor, the Associate Wealth Planner is responsible for researching financial planning issues and opportunities and developing financial plans for Solitude’s clients. This position works both internally as a member of a high-performing team and externally with clients and their CPAs or estate attorneys. The Associate Wealth Planner is detail-oriented, ensuring records are meticulously maintained and systems are utilized effectively and efficiently.

This is an exempt, full-time, partially remote position based out of Charlottesville, Virginia.

Salary: $65,000-$95,000 base salary with bonus potential.

Benefits: Solitude offers a comprehensive benefits package including retirement matching, employer-paid health insurance, generous paid sick and vacation leave, and a relocation stipend of up to $5,000.

Essential Duties:

  • Researches financial planning issues and opportunities;
  • Prepares and updates financial plans to include evaluating and testing for risks and opportunities using appropriate systems (eMoney and Holistiplan);
  • Follows up on next steps to assist in the implementation of financial plans;
  • Maintains meticulous notes, tasks and workflows in our CRM system (Wealthbox) and financial planning software (eMoney);
  • Communicates directly with clients in collaboration with the Lead Wealth Planner and your paired Wealth Advisor;
  • Coordinates with client CPAs and/or estate attorney to help with implementation recommendations;
  • Seeks new ways to continuously improve and better utilize technologies, systems and processes within the position’s areas of responsibility;
  • Stays abreast of industry knowledge and trends through publications, literature, research and professional development opportunities;
  • Performs related duties as assigned.

Education and Experience:

A Bachelor’s degree from an accredited college or university is required. Applicants must be a CFP® Professional, Candidate for CFP® Certification, or plan to obtain the CFP® designation.


Special Requirements:

  • Must be able to complete a background check
  • Must fulfill compliance requirements

Knowledge, Skills, and Abilities:

  • Excellent communication skills, both orally and in writing;
  • First-class interpersonal, organizational, and client service skills;
  • Fanatical attention to detail;
  • Strong work ethic with an ability to meet goals, deadlines, and performance expectations;
  • Ability to learn in-house software and tools;
  • Ability to multitask, keep calm under pressure, and treat everyone with respect;
  • Displays curiosity, a positive attitude, flexibility, and a good sense of humor;
  • Ability to follow all policies and procedures of Solitude.

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