Do you enjoy working closely with people to understand and support them on their financial journey? Does
financial planning excite you?

We need a Wealth Strategy Associate to:

- work closely with clients to develop, present and manage financial plans
- lead discovery conversations with prospective clients to understand their objectives, needs and comprehensive financial picture
- work within a team of colleagues to adapt, improve and best serve the client and team needs
- develop and maintain relationships with clients and advisors to ensure a cohesive team atmosphere and
superb client experience
- have or be able to develop a deep understanding of MoneyGuidePro financial planning software
have knowledge of all components of the financial planning process and the ability to work through them with clients.