JupiterRecruiter Since 2001
the smart solution for Jupiter jobs

Financial Planning Associate

Company: Core Wealth Management (Jupiter, FL)
Location: Jupiter
Posted on: November 23, 2019

Job Description:

Why Core Wealth Management?

  • We are growing and need an energetic, motivated team player to grow with us.
  • We offer plenty of opportunities for professional development and growth.
  • We attract courteous, high quality clients who are actively looking for an independent, fee-only financial planning firm. Core Wealth Management was founded in 2012 as the wealth management arm of a Jupiter, FL based CPA firm. Since then, we have grown into an established and well-regarded independent, fee-only wealth management firm. While our assets under management (AUM) have grown to over $150 million, the financial planning process continues to be at the heart of what we do. We are fiduciary advisors who put the needs of our clients first. We are currently seeking a financial planning associate to support client relationships and perform a variety of responsibilities including: developing and drafting comprehensive financial plans, conducting detailed financial analysis in support of client goals and objectives, solving client problems as they arise, and supporting the team in delivering exceptional client service. Qualifications:
    • Bachelor's degree or more
    • CFP designation or demonstrated progress toward certification
    • Minimum of 3-5 years of experience in the financial services field
    • The ability to clearly communicate
    • The ability to manage multiple tasks and projects
    • Proficiency in Excel and Word. Experience with financial planning software a plus
    • The ability to be detail oriented while also seeing the big picture
    • Knowledge and familiarity with the financial planning process, risk management, retirement planning, tax planning, and investments
    • A passion for excellent customer service
    • A commitment to high professional and ethical standards We offer a competitive salary based on experience, a comprehensive benefits package, and the opportunity to advance. Our office environment is friendly, professional, and collaborative. If you are seeking an excellent opportunity to join a highly-regarded firm in beautiful Jupiter, FL and are eager to learn more about becoming a key member of our team, please submit your resume.
      Core Wealth Management is an Equal Opportunity Employer.

Keywords: Core Wealth Management (Jupiter, FL), Jupiter , Financial Planning Associate, Accounting, Auditing , Jupiter, Florida

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Accounting, Auditing Jobs


Staff Accountant -
Description: If you have the following experience, please contact me ASAP Fantastic company in Palm Beach County is looking to add to their team.
Company:
Location: West Palm Beach
Posted on: 12/14/2019

Director
Description: DIRECTOR - TURNAROUND MANAGEMENT br br Position Description br br Conway MacKenzie, Inc. is a premier consulting and financial advisory firm with expertise in financial and operational restructurings, (more...)
Company: Conway MacKenzie
Location: Miami
Posted on: 12/14/2019

STAFF ACCOUNTANT
Description: Adecco is currently assisting a local client in their search to fill a Staff Accountant job in Miami. This is a Contract to hire job. As a Staff Accountant you will be responsible for Analyzing information (more...)
Company:
Location: Miami
Posted on: 12/14/2019


Project Accountant - Major Developer in Palm Beach County
Description: Did you know how valuable you are if you are a Project Accountant in the Construction industry right now Very If you are currently working or have experience in construction, development, real estate, (more...)
Company:
Location: West Palm Beach
Posted on: 12/14/2019

Resume Sourcer - Tenured team looking to grow!
Description: Do you enjoy finding talent to match skill sets If you do and have worked in a recruiting or staffing office previously we would love to talk to you. Our client is in need of someone
Company:
Location: Miami
Posted on: 12/14/2019

Accounts Payable Processor
Description: Global company in the Fort Lauderdale area is expanding it's Accounts Payable team and looking to add 3 new people.
Company:
Location: Fort Lauderdale
Posted on: 12/14/2019

Financial Engineer
Description: Chief Financial Manager for ad media placement company in Miami,
Company: Miami, FL Area Jobs
Location: Miami
Posted on: 12/14/2019

Human Resource Manager (Royal Caribbean International)
Description: At Royal Caribbean International, we believe that great vacations begin with great employees As a leader in the cruise line industry, RCI is continuously expanding and seeking dynamic, energetic, experienced (more...)
Company:
Location: Miami
Posted on: 12/14/2019

Accounts Payable clerk -
Description: Great position for a candidate that loves a fast paced environment with great benefits and compensation. br br Position Overview br Primary responsibility is to process accounts payable vendor (more...)
Company:
Location: Deerfield Beach
Posted on: 12/14/2019

Senior Accountant - Excellent Opportunity
Description: Excellent opportunity to join a tenure team of accounting professional who value autonomy and work/life balance This Senior Accountant role is offering
Company:
Location: Boca Raton
Posted on: 12/14/2019

Log In or Create An Account

Get the latest Florida jobs by following @recnetFL on Twitter!

Jupiter RSS job feeds