Associate Financial Planner Opportunity
We’re seeking an Associate Financial Planner in the Philadelphia region. Our Financial Planning Career Track offers the right candidate an amazing opportunity to develop a career, guiding clients through important decisions, while shaping the future of a highly committed and cutting-edge financial planning firm. Candidates should passionately believe that client interests always come first.
Key Qualifications and Characteristics
- • Seeking a defined career path in financial planning
- • At least 2-3 years of financial planning experience
- • Actively pursuing the CFP® designation (or satisfied the full coursework from a Certified Financial PlannerTM program)
- • B.A. or B.S. degree from an accredited four-year university
- • Strong verbal and written communication skills
- • Very organized, with acute attention to detail
- • Self-starter, problem solver and goal-oriented team player with a ‘no job is beneath me’ attitude
- • Genuinely caring by nature, empathetic and a good listener
- • Demonstrates curiosity and confidence when working with others
- • Experience working with Microsoft Office Suite, Moneyguidepro or Redtail
To Apply
Interested candidates please email your resume to paul@myfoundationwealth.com
Internship Opportunity
We are seeking a Financial Planning Intern in our Media, Pennsylvania office. If you are working toward a degree in financial planning and/or a CFP® designation, and your career goal is to become a financial planner, we are interested in speaking with you. While having completed courses in financial planning courses is definitely a plus, the most important attribute is a strong desire to be an outstanding financial planner.
Over the summer and/or fall you will have the opportunity to work with financial planners. This is a unique opportunity to learn from, and be a part of a progressive financial planning firm. Candidates that fit our firm’s culture prefer working on a team, believe in comprehensive financial planning and have a commitment to the highest levels of ethics and client service. The position entails experiencing many different aspects of financial planning for individuals.
Key Qualifications and Characteristics
- • Working toward a degree in Financial Planning or a related field and/or the CFP® certification
- • Committed to the financial planning process
- • Strong verbal and written communication skills
- • Self-starter, problem solver and goal-oriented team player with ‘no job is beneath me’ attitude
- • Organized, with a strong attention to detail
- • Exudes professionalism and respect
- • Demonstrate curiosity and confidence when interacting with financial planners
- • Experience working with Money Guide Pro, Redtail, and Assetbook is a plus
Responsibilities
- • Participate as an active member of the firm, embracing FWM’s planning process
- • Assist in preparation for client meetings
- • Draft follow up Meeting Notes, create emails and input actions from meetings into CRM software
- • Participate in financial plan implementation
- • Help organize and proactively manage client relationships
- • Attend client meetings
- • Prepare reports and analysis based on client service requests
- • Interpret and input information to help prepare financial planning projections and analysis
- • Commit to continuing financial planning education
- • Perform other duties as assigned
To Apply
Interested candidates please email your resume to paul@myfoundationwealth.com
