LHH Recruitment Solutions
Certified Senior Financial Planning Associate
LHH Recruitment Solutions, Richmond, Virginia, United States, 23214
LHH Recruitment Solutions is searching for a Certified Senior Financial Planning Associate, for a permanent opportunity, working hybrid, in Richmond, Virginia.
Duties include working with financial advisors by providing support including researching questions and products for clients, creating and updating materials for meetings, meet with financial advisors and clients as needed, so some travel is involved and other duties as assigned.
Qualifications
• 5+ years of financial planning experience
• CFP designation required
• Strong oral and written communication skills
• Proficient with Microsoft Office Suite including Excel
• Able to work in a team environment, as well as independently, professional and organized
Permanent Salary Range: $100K to $120K with bonus potential
Benefits include medical, dental, vision, 401K, paid time off, holiday pay, life insurance and more.
If interested in this permanent Senior Financial Planning Associate position, please apply below.
Pay Details:
$100,000.00 to $120,000.00 per year
Search managed by:
Jennifer Green
Equal Opportunity Employer/Veterans/Disabled
To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://www-uat.lhh.com/us/en/candidate-privacy
The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:
The California Fair Chance Act Los Angeles City Fair Chance Ordinance Los Angeles County Fair Chance Ordinance for Employers San Francisco Fair Chance Ordinance
Massachusetts Candidates Only:
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Duties include working with financial advisors by providing support including researching questions and products for clients, creating and updating materials for meetings, meet with financial advisors and clients as needed, so some travel is involved and other duties as assigned.
Qualifications
• 5+ years of financial planning experience
• CFP designation required
• Strong oral and written communication skills
• Proficient with Microsoft Office Suite including Excel
• Able to work in a team environment, as well as independently, professional and organized
Permanent Salary Range: $100K to $120K with bonus potential
Benefits include medical, dental, vision, 401K, paid time off, holiday pay, life insurance and more.
If interested in this permanent Senior Financial Planning Associate position, please apply below.
Pay Details:
$100,000.00 to $120,000.00 per year
Search managed by:
Jennifer Green
Equal Opportunity Employer/Veterans/Disabled
To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://www-uat.lhh.com/us/en/candidate-privacy
The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:
The California Fair Chance Act Los Angeles City Fair Chance Ordinance Los Angeles County Fair Chance Ordinance for Employers San Francisco Fair Chance Ordinance
Massachusetts Candidates Only:
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.