Associate Financial Planner

Boutique Wealth Management Firm

Philadelphia, PA

Overview

Growing Independent RIA seeks an Associate Financial Planner and CFP to provide comprehensive financial planning services to high net worth and ultra high net worth clientele while maintaining and growing relationships.

The Firm offers comprehensive investment management and financial planning for a sophisticated client base.

Highlights

• Provide guidance to high net worth and ultra-high net worth individuals and families on strategic asset management, estate, tax and financial planning
• Manage, nurture, and maintain strong client relationships
• Forward thinking and planning driven culture with an impressive track record of growth, supported by a client service team and professional management
• Career growth trajectory within the firm
• Competitive compensation package including base salary, performance-based bonus potential, and benefits
• Business development efforts to grow AUM are welcomed, though Relationship Management and Financial Planning for existing relationships will be your primary focus

Requirements

• 2-8+ years Financial Planning and Relationship Management experience
• Bachelor’s degree
• CFP