Careers

Associate Financial Planner Opportunity

We’re seeking an Associate Financial Planner in our Rehoboth Beach office. 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,
• Income Lab, BNA Tax Planner or Advyzon

TO APPLY

Interested candidates please email your resume to info@myfoundationwealth.com