Financial Planning Associate

The financial planning associate will report to the Director of Financial Planning, and be responsible for a variety of financial planning and client service functions to deliver unparalleled service. The primary responsibility will be supporting and preparing for upcoming meetings, attending meetings, and developing post meeting action plans through completion via execution. There will also be additional duties as required such as special projects, client centric service endeavors, and attending CPW events.

Requirements: Bachelors Degree in a related discipline and the CFP designation are a must. Within 90 days of employment the associate must successfully pass the series 65 examination, or have the series 65 examination completed before employment commences. Employment is subject to background and credit check, references, drug/alcohol screening and a non solicitation agreement as a condition of employment.

For information on Crestmont Private Wealth: www.crestmontpw.com
Crestmont Private Wealth is an equal opportunity employer and seeks to create a culture of compliance, service, and teamwork through a commitment to core values.

Benefits: Full time employee benefits after a wait period includes matching 401k, healthcare, vision, dental, and a generous Paid Time Off accrual. Education reimbursement is also an optional benefit depending on the position and need for the business. Crestmont also offers all NYSE holidays as paid, and 2 additional floating holidays the day after Thanksgiving and Christmas Eve.