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Associate Planner to Associate Advisor Career Track

Mount Airy, Maryland
Up to $75,000 per year + benefits
Closing date
Jun 11, 2023

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Job Role
Financial Planner
Employment Type
Full Time
Entry Level
Experience Level
1-4 years
CFP® Certification

The Associate Planner role is an integral part of our team serving as the initial connection between our clients and the entire team. This great communicator, influencer and enthusiastic person will need a strong drive for learning and will support the vision, positive culture and team spirit across our firm and clients. This foundational position is a 2 to 3 year CFP® professional track geared toward the successful completion of a CFP® professional program and exam with advancement to an Associate Advisor role*.

Our Associate Planners are focused 100% on serving and managing our clients collaboratively and exceptionally.  They are responsible for directly working with our Advisors to serve our Tier 1 and 2 clients. 

They will support client meetings and aid in the navigation of clients through the entire financial planning experience and decision-making process. This includes preparing and eventually discussing their holistic financial plan, including planning strategies that are appropriate for client situations. They will aid in the coordination of the planning process with the client/client advisor(s) and oversight of all front and back-office personnel involved in the planning process.  

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