**Key Responsibilities** + Assist in developing and presenting comprehensive financial plans. + Research and analyze investment, tax, retirement, and estate planning strategies. + Prepare client meeting materials and follow up on action items. + Support and strengthen client relationships through responsive communication. + Update financial plans as client needs and circumstances evolve. + Stay current on planning concepts, regulations, and best practices. **Skills** + Strong analytical, organizational, and communication skills. + Proficiency in financial planning software and Microsoft Office Suite. + Client-centered mindset with a passion for building long-term relationships. **Education** + Bachelor’s degree in Finance, Accounting, Economics, or related field, High School (HS) (Required) **Certifications** + s66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA) + s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA + Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA) + CFP® designation (or progress toward) strongly preferred. **Work Experience** + 3+ years of financial planning or wealth management experience. **What We Offer** + A boutique, client-focused environment where relationships come first. + A supportive, collaborative team culture. + Competitive compensation and benefits. + Professional growth opportunities, including support for continuing education and certifications.