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    Sr Wealth Planning Associate: Early Career CFP - Los Angeles, United States - The Goodwin Group

    The Goodwin Group
    The Goodwin Group Los Angeles, United States

    3 weeks ago

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    Description
    To Apply for this Job Click Here

    A dynamic and fast growing RIA ($22B+ AUM) is looking for a

    SR. WEALTH PLANNING ASSOCIATE, CFP


    to make an immediate impact by supporting the Director of Advanced Wealth Planning with all facets of the financial planning and related client support.

    The ideal

    SR. WEALTH PLANNING ASSOCIATE, CFP


    will bring a demonstrated history of financial planning, a CFP designation or be close to completion, and the desire to work with a high-performing team in a fast-growing firm.

    Sr. Wealth Planning Associate, Cfp Responsibilities

    Present Client & Prospect Planning Cases Based on Individual Client-Focused Analysis
    Monitor & Update Financial Plans as Required
    Collaborate with Leadership, Marketing, & Related Teams to Continually Develop & Promote Firm Financial Planning Success

    Sr. Wealth Planning Associate, Cfp Requirements

    CFP Designation
    Bachelor's Degree and 1+ Years of Experience
    Entrepreneurial Attitude, Drive, & Grit to Expand Company Success
    Elite Communication Skills

    Sr. Wealth Planning Associate, Cfp Salary & Requirements

    Competitive Salary
    Excellent Benefits
    Excellent Overall Growth

    At Goodwin Recruiting we are committed to our core values.

    We take our value, Dedicated to Diversity & Inclusion, very seriously and will never discriminate against a candidate or client based on any protected classes.

    Our clients seek qualified candidates, and that is what we deliver.

    A person's age, gender, race, sexual orientation, gender identity, national origin, veteran or disability status, or arrest or conviction record has no bearing on whether he, she, or they are able to do the job.

    We evaluate the knowledge, skills, and abilities that meet the requirements of the position and aim to open doors and change lives.

    We value all people, understanding that uniqueness and diversity foster a stronger team that is innovative and brings varying perspectives to the table.

    We put our money where our mouth is and are proud of our efforts to identify a broad slate of candidates, with many hiring success stories to share.


    JOB ID :
    #post

    John Broker

    To Apply for this Job Click Here

    , $75,000 - $85,000,

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