Associate Wealth Planner - Career Changers

Associate Wealth Planner role focused on hands-on mentorship and a clear pathway to becoming a fully functioning Financial Representative. Responsibilities include assisting the local team with client communication, appointment coordination, and the full business development cycle; preparing personalized planning materials, reports, and documentation; maintaining accurate and compliant client records; participating in client meetings and supporting follow-through and service; engaging in marketing and outreach to grow the client base; and developing industry knowledge through ongoing education and mentorship. Strong interpersonal and organizational skills, professionalism, attention to detail, and a motivation to grow within the financial planning field are sought, with a Bachelor’s degree preferred or equivalent experience and openness to obtaining required licenses and certifications. Flexible work-from-home options are available.