Associate Wealth Planner

CI Financial Corp

St. Petersburg, FL, US
Not specified; not specified; benefits include 401...
Onsite
Research and input financial projection data
Strong communication and collaboration skills
Proficiency in salesforce and microsoft suite
The role involves advising high-net-worth clients on all areas of their financial lives while supporting the team's goal of preserving wealth for future generations

Job Summary

  • The role involves advising high-net-worth clients on all areas of their financial lives while supporting the team's goal of preserving wealth for future generations.
  • Associate Wealth Planners are expected to develop essential communication and technical skills to support client relationships and exceed expectations.
  • The company offers a comprehensive benefits package including 401(k) matching, medical plans, paid parental leave, and training reimbursement for professional designations.

Matching Summary

The role involves advising high-net-worth clients on all areas of their financial lives while supporting the team's goal of preserving wealth for future generations.

Salary

Not specified; Not specified; Benefits include 401(k) match, medical/dental/vision/life insurance, paid leave, and FSA options

Skills & Requirements

Must-have

  • Research and input financial projection data
  • Strong communication and collaboration skills
  • Proficiency in Salesforce and Microsoft Suite
  • Experience with custodian interactions
  • High attention to detail and accuracy

Nice-to-have

  • Networking and community relationship building
  • Proactive service mindset
  • Ability to work under close supervision
  • Commitment to professional growth

Key Requirements

  • Bachelor's degree in related field
  • Working towards CFP credentials
  • 0-3 years of experience
  • Must be 18 years or older
  • Unrestricted US work authorization required

Work Rights

Must have unrestricted work authorization to work in the United States

Tailored Resume

Cover Letter