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Summary/Objective
Reporting to Financial Planners and Partners, the Associate Financial Planner is responsible for directly supporting the Planning Team with all aspects of the client relationship and implementation of the client’s financial plan, which include management of both internal and external workflows.
Essential Functions
Responsibilities & Duties
This job description is not designed to cover or contain a comprehensive listing of essential functions or responsibilities that are required of the employee for this job. Essential functions and responsibilities and activities may change at any time with or without notice.
Education & Experience
Travel
No travel is required.
Work Environment
This job operates in a clerical, office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.
Physical Demands
This is a largely sedentary role; however, some filing may be required. This would require the ability to lift files, open filing cabinets and bend or stand as necessary.
Position Type & Expected Hours of Work
This is a full-time, exempt position. Days and hours of work are Monday through Friday 8:00 a.m. to 5 p.m. Some flexibility in hours is allowed based on management’s approval. Regular in-office presence may be required for the first 90 days or until proficiency in the role is demonstrated. Remote work flexibility is allowed based on management's approval.
Job Compensation & Benefits
Through our competitive compensation and benefits program, we seek to attract, retain and motivate a high-performing and increasingly diverse Associate population. Our compensation and benefit structure is comprised of many factors, including but not limited the size of our Firm, our financial position, the industry, business objectives, market salary information, benchmark pay levels and practices against the respective peer group (to ensure equal pay for equal work, with allowable pay differences based on factors not prohibited by law), and unique circumstances of the Firm that are subject to change.
Compensation
Minimum: $60,000 - Maximum: $110,000
Benefits
CWA has consistently been recognized from rating services and publications such as:
Full Time
$73k-91k (estimate)
05/03/2023
05/05/2024
The job skills required for Associate Financial Planner include Planning, Accounting, Financial Planning, Wealth Management, Flexibility, Microsoft Office, etc. Having related job skills and expertise will give you an advantage when applying to be an Associate Financial Planner. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Associate Financial Planner. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Associate Financial Planner positions, which can be used as a reference in future career path planning. As an Associate Financial Planner, it can be promoted into senior positions as a Financial Associate (Public) III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Associate Financial Planner. You can explore the career advancement for an Associate Financial Planner below and select your interested title to get hiring information.