What are the responsibilities and job description for the Financial Planning Associate position at Connect Wealth?
Financial Planning Associate
About us
Connect Wealth is dedicated to helping clients simplify their financial lives to focus on what truly matters. Authenticity, trust, and teamwork are our core values, guiding our commitment to transparent and ethical financial practices. We work to build lasting relationships with empathy and loyalty, ensuring financial well-being for all.
Location : Annapolis, MD (On-site with one remote day)
Salary : $50K–$70K (based on experience)
Launch your financial planning career with Connect Wealth! As a Financial Planning Associate , you’ll assist with administrative and financial tasks, gaining hands-on experience in wealth management. This entry-level role is perfect for detail-oriented individuals looking to grow in financial planning.
Ideal Candidate :
- Strong organizational and analytical skills
- Interest in financial planning and client service
- Ability to multitask in a fast-paced environment
Please upload your resume when applying via LinkedIn.
Salary : $50,000 - $70,000
