Financial Planner Associate

Financial Planner Associate

Website RS Will Wealth Management

Tailored Financial Guidance for Your Unique Journey

We are seeking a motivated and detail-oriented Financial Planning Associate to join our team. In this role, you will provide critical support to the Lead Advisor by servicing existing client relationships and ensuring a seamless financial planning experience. This position offers a unique opportunity to grow within a dynamic, client-focused firm.

Key Responsibilities

General Financial Planning

Prepare and update comprehensive financial plans, analyses, and customized worksheets for client meetings.
Collaborate with the Lead Advisor to review and finalize financial planning assumptions and recommendations.
Communicate directly with clients to gather and validate necessary information for financial planning.
Assist the operations team in onboarding new clients, including the transfer of client assets to the firm.
Develop and recommend asset allocation strategies in partnership with the investment team.

Qualifications

  • Education: Bachelor’s degree required. Preferred areas of study include Accounting, Finance, Economics, or related disciplines.
  • Licensing: Advisory licenses (as required by the SEC and state agencies) are preferred but not mandatory.
  • Strong analytical, organizational, and interpersonal skills.
  • Commitment to providing exceptional client service and maintaining confidentiality.

Location

This position is on-site in Frederick, Maryland. Remote work is not available, and relocation expenses are not reimbursed. Candidates must be prepared to work in the office and reside locally or within commuting distance.

How to Apply

Please submit your application through LinkedIn or email your resume to thewillgroup@rswill.com for consideration. No walk-ins or phone calls, please.

This is an exciting opportunity to join a growing team dedicated to helping clients achieve their financial goals. If you meet the qualifications and are passionate about financial planning, we encourage you to apply!

To apply for this job email your details to thewillgroup@rswill.com