Financial Planning Associate

JFS Wealth Advisors

Doylestown, PA, United States
Base: $60,000-$70,000; bonus: annual cash bonus av...
On-site
Bachelor's degree in finance
Active study for series 65 or cfp
Experience with financial planning software
The role involves providing advisor support and performing up to 50% client relationship specialist duties within a hybrid work model

Job Summary

  • The role involves providing advisor support and performing up to 50% client relationship specialist duties within a hybrid work model.
  • Candidates will collaborate with wealth advisors using various financial planning software to accelerate learning and execute client plans.
  • The position offers a base salary between $60,000 and $70,000 along with an annual cash bonus and comprehensive benefits package.

Matching Summary

The role involves providing advisor support and performing up to 50% client relationship specialist duties within a hybrid work model.

Salary

Base: $60,000-$70,000; Bonus: Annual cash bonus available; Benefits: Medical, dental, vision, life insurance, and 401(k)

Skills & Requirements

Must-have

  • Bachelor's degree in Finance
  • Active study for Series 65 or CFP
  • Experience with financial planning software
  • Client relationship specialist duties
  • Hybrid work arrangement availability

Nice-to-have

  • Fast-paced environment adaptability
  • Team-oriented client service mindset
  • Strong analytical and problem-solving skills
  • Confidentiality regarding financial information

Key Requirements

  • Bachelor's degree in Finance
  • Actively studying for Series 65 or CFP
  • Valid driver's license required

Work Rights

Not specified

Tailored Resume

Cover Letter