You haven't searched anything yet.
SUMMARY:
Vector Wealth Management, a BlueSpring Partner, was founded in 1993. We are a nationally Registered Investment Advisory firm managing over a billion dollars in assets. We are passionate about providing exceptional service to high net worth clients through comprehensive and objective financial wealth management.
We are looking for a relationship-driven associate for our Advanced Planning Team with specific emphasis on financial planning. This role consists of managing, gathering and analyzing client data, helping prepare preliminary financial plans and other client deliverables, and other practice management tasks.
You will report to our Senior Wealth Advisor while working with the Lead Advisor and our Client Service Team to provide a variety of planning and service needs to our clients.
RESPONSIBILITIES:
SKILLS:
EDUCATION AND EXPERIENCE:
CERTIFICATIONS:
BENEFITS:
Full health, vision, dental. 401(k) plans along with a host of voluntary plans such as car insurance, legal services and more for full time employees.
DISCLOSURE:
By applying to a job at Bluespring Wealth Partners, a subsidiary of Kestra Financial, you are agreeing to the following statements:
Full Time
06/12/2022
12/07/2022
bluespringwealth.com
Austin, TX
The job skills required for Financial Planning Associate include Planning, Wealth Management, Client Relationship, etc. Having related job skills and expertise will give you an advantage when applying to be a Financial Planning Associate. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Financial Planning Associate. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Financial Planning Associate positions, which can be used as a reference in future career path planning. As a Financial Planning Associate, it can be promoted into senior positions as a Financial Associate (Corporate) II that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Planning Associate. You can explore the career advancement for a Financial Planning Associate below and select your interested title to get hiring information.