Entry-Level Financial Planning Associate

Job Description

JOB  DETAILS

This role is designed for individuals who are motivated, people-oriented, and eager to develop professionally in the financial services space. You will begin in an entry-level position with structured training and a clear path for advancement into leadership roles.

Through our training program, you will learn how to engage with individuals, families, and small business owners to understand their financial goals and provide educational guidance. Areas of exposure include retirement planning, wealth building, college funding strategies, investments, and insurance concepts.

This opportunity is flexible and may be suitable for individuals seeking part-time work while developing a long-term career in financial services.

Key Skills & Qualifications

• Must be 18 years of age or older
• Must be legally authorized to work in the United States
• Must be able to pass a background check prior to onboarding
• Must be willing to complete required licensing within 14 days of hire

Pay: $60,000.00 – $80,000.00 per year

Are you interested in this position?

Apply by clicking on the “Apply Now” button below!

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