Financial Planning Associate
$60,000–$70,000 year
Hybrid · Mechanicsburg, Pennsylvania, United States
Job Summary
Financial Planning Associate at JFS Wealth Advisors. Provides advisor support and/or client relationship services, handling tasks for advisors and collaborating with wealth professionals before, during, and after client meetings. Utilizes Money Guide Pro, Holistiplan, and Income Solver to assist in financial planning and onboarding, including preparing IPS for accounts, coordinating transfers, maintaining records, and communicating with clients and custodians. This hybrid role combines 3 days in office with 2 days remote, and involves interface with custodians, onboarding new clients, and supporting ongoing client service and account maintenance.
Required Qualifications
- Bachelor's degree in Finance
- Must be actively studying for the series 65 or CFP®
- Valid driver’s license
- Client service and team oriented
- Confidentiality of client information
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