Financial Planning Associate

4 days ago


Potomac, Maryland, United States NFP Full time

NFP, an Aon company, and Wealthspire Advisors are proud to offer a competitive $73,000 - $90,000 per year salary for this exciting opportunity.

About the Role:

This position is responsible for providing support to financial advisors in all areas of wealth management and financial planning. The ideal candidate will have one to four years of relevant experience, a bachelor's degree or higher from an accredited university, and be pursuing or completed CFP, CFA, or JD certification.

Key Responsibilities:
  • Provide data gathering and analysis support to financial advisors.
  • Assist with case design, scenario building, financial plan development, and portfolio implementation.
  • Liaise with clients, their attorneys, and accountants as needed.
Requirements:
  • One to four years of relevant experience in finance or a related field.
  • Bachelor's degree or higher from an accredited university.
  • Pursuing or completed CFP, CFA, or JD certification.
  • Excellent communication and organizational skills.

Wealthspire Advisors is committed to fostering an inclusive work environment that values diversity as a fundamental asset. We believe that true excellence can only be achieved in an environment where every employee feels empowered and included.



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