Financial Advisory Associate Advisor

Lead with Purpose. Partner with & Associates a Registered Investment Advisor is a fee-only independent wealth management firm. We provide financial planning and investment management services to retired or about-to-retire individuals. We are looking for a dynamic energetic hardworking individual to join our team and deliver comprehensive financial planning services to new and existing youll Do: Assist Financial Advisors in preparing for client review financial plans for retirement income tax with financial advisors to review portfolio allocations and financial plan client records and actions to be completed in the CRM a high level of service while interacting with existing and potential You Bring:Bachelors DegreeCommitment to begin the CERTIFIED FINANCIAL PLANNER coursework and ability to obtain the designation within 2 have a basic understanding of investment planning including asset allocation Monte Carlo simulation and modern portfolio organizational and time management mathematical analytical and communication skillsDetailed orientedFaster learnerComputer skills including Word Excel and PowerPoint are PreferredCFP coursework already started or completed. PreferredPrevious experience in financial Excel