Conway Financial Group has an excellent opportunity for an individual as the Associate Financial Planner. This is a Senior level position that will support the Advisor/Owner of the company, in all facets of the client relationship and the overall operation of the firm.
We are a fee-only financial planning firm, established in 2001 and provide comprehensive financial planning services to individuals.
You will assist and become responsible for client preparation meeting material, participate in client meetings and handle follow-up issues. This will include cash flow and tax planning, as well investment and utilize the firm’s Retirement Planning Software and assist with Investment implementation design and investment management. Working closely with the lead advisor on all financial planning and investment management matters.
Requires a strong comfort level interacting with our custodians, vendors, and clients. Proactive, independent and critical thinking skills are essential in meeting the needs of our clients.
Excellent opportunity for growth and career development.
A 4 year Bachelors degree, strong finance or accounting understanding PFS (and/or CFP®) certification completed or working towards completion, is desirable Prefer experience with working with investments, particularly mutual funds, stocks and bonds.
This is a unique position to work with a small business owner/financial advisor with career opportunities to become a lead advisor and ownership in the firm. The Firm seeks an individual who believes in and is committed to set high quality standards, in the delivery of financial services to clients
Additional Salary Information: We provide a 401(k)/Profit Sharing Plan with Employer matching, Bonus Plan, Vacation and Paid Holidays, training/industry sessions for further career development
Internal Number: A200
About Conway Financial Group, LLC
Conway Financial Group is designed to provide financial advisory and wealth management services to individuals and families, assisting much the same way that CFO’s chart the financial future of their company.
We believe our financial advisory services should enable clients to have better control over the management of their wealth. We are a Fee-Only financial planning firm.