Financial Planning Associate |Franklin, TN
We believe in providing early opportunities for new associates to interact with clients. No more hiding you in the back for 2-3 years of admin work before you get to interact with clients! Assist lead advisors with all aspects of client meeting prep and follow-up. Maintain client records in CRM. Assist with trading and rebalancing of client investment accounts. Interact with clients over the phone and in-person. Work with lead advisors to assist in the preparation of financial plans and recommendations. Conduct research in response to client questions and requests.
Qualifications: Bachelor’s degree in financial planning or related field from an accredited university. 1-3 years of financial planning experience. CFP® candidate or pursuing CFP® certification, preferred. Ability to work efficiently, independently, and accurately. Must be a team player with high integrity, and strong written and verbal communication skills.
Perks: We were founded on the cornerstones of family and stewardship. These beliefs not only extend to our clients, but also to our team. Work in historic downtown Franklin, TN with a spectacular quality of life only 20 minutes from Music City. Base salary with bonus structure. Generous retirement plan contribution (6-8% annual, non-elective employer contribution). Employer subsidized group health insurance. Paid holidays and vacation. Mentoring from firm partners. Young team with well supported growth opportunities. No business development requirements.
To apply for this position, send your resumé and cover letter to [email protected] with the subject line “Abound Wealth Financial Planning Associate.”