As a financial planning associate, you are at the core of what we do – helping people achieve their dreams through good financial advice and accountability. You will learn about each client’s unique needs and communicate our best advice to them. Financial planning is complex problem solving with the client in mind. This is not a sales role, nor will you be expected to lead meetings.
As you grow in your role, you may want to face outward and lead more client relationships but there is also space to lead others internally in developing and delivering excellent financial planning.
What will you do?
Who are you?
Who are we?
New Perspectives delivers exceptional financial planning for 400 client households. We love our clients and exploring ways to better serve them together. We manage investment portfolios and dive deep into client’s financial lives to grow their wealth and give them the confidence they need in their financial situation.
We support your professional growth through earning relevant certifications, maintaining them through continuing education and feeding your curiosity through conferences and industry events. Internally we have regular team building lunches, formal and informal internal development collaboration. Benefits include a 401(k) with match, annual bonus, employer paid health insurance and at least 32 days of paid leave/vacation/office closures.
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