Financial Planning Associate
2 days ago
As a Financial Planning Associate at Transcend Practice Management, you will play a key role in developing and implementing tailored financial plans for clients nearing retirement. Your expertise will help clients achieve financial security and fulfill their dreams.
Key Responsibilities:
- Develop and maintain client relationships
- Gather data and create comprehensive financial plans
- Provide ongoing advice and support to clients
- Stay up-to-date on industry developments and regulatory issues
Requirements:
- Bachelor's degree required
- CFP certification required or willingness to obtain
- Series 65 (or Series 7/66 Equivalent)
- Strong understanding of financial planning concepts and terminology
About Us:
We are a holistic financial planning firm built on three guiding principles: Integrity, Relationships, and Community. Our mission is to empower our clients to achieve financial security and fulfill their dreams for themselves, their families, and their communities.
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Financial Planning Associate
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Financial Planning Associate
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Lacey, Washington, United States Transcend Practice Management Full timeAssociate Financial AdvisorJoin our team of dedicated professionals at Transcend Practice Management as an Associate Financial Advisor. In this role, you will have the opportunity to develop relationships and create tailored financial plans for clients preparing for, transitioning into, or already navigating retirement.About the RoleAs an Associate Financial...
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