Are you a team player? Excited to continue development of your financial planning knowledge and skills?

We’re looking for a team player with a financial planning background to:

• work closely with seasoned financial planners to help develop and manage financial plans
• have or able to develop a deep understanding of MoneyGuidePro financial planning software
• work within a team of colleagues to adapt, improve and best serve the client and team needs
• have a working knowledge of all components of the financial planning process and the ability to work with financial planning colleagues to prepare for client meetings
• learn to lead discovery conversations with prospective clients to understand their objectives, needs and comprehensive financial picture