Financial Planning Associate
4 days ago
Arkhitekton LLC: A Service-Oriented Financial Planning Firm
We are a professional financial planning firm dedicated to providing exceptional service to our clients. Our office is located in a comfortable and professional environment, and we value independence and maintain the highest standards in our industry.
About the Role
We are seeking a junior financial advisor to assist in client meetings, prepare and deliver financial plans, and have a strong desire to learn and grow in the financial services industry.
Key Responsibilities
- Interact with clients to help them make informed financial decisions
- Prepare and deliver financial plans and recommendations
- Research investments and financial planning topics
- Contribute to a friendly and relaxed office culture
Requirements
- BA/BS degree required
- FINRA Series 7 and 66 securities registrations required
- 1–3 years of experience in the financial services industry, preferably in a client-facing or paraplanner role
- Earned or working towards the CERTIFIED FINANCIAL PLANNERTM certification
- Familiarity with financial planning platforms such as RightCapital, Morningstar Advisor WorkstationSM, Advisor360, or Wealthscape is a plus
Please upload your resume to apply for this exciting opportunity.
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