Turn2Partners
Our client, a financial advisory firm, is looking to add a Financial Planner to their growing team.
This position will be based in Asheville, NC, requiring three days per week in the office with two work-from-home days.
Base pay range
$85,000.00/yr - $95,000.00/yr Additional compensation types
Annual Bonus Responsibilities
Deliver comprehensive financial planning and wealth management strategies to high-net-worth individuals, including retirement, tax, estate, and risk management planning. Lead client discovery meetings and financial plan presentations, building long-term relationships rooted in trust, transparency, and fiduciary responsibility. Collaborate with internal investment, tax, and client service teams to ensure seamless implementation of financial plans and ongoing portfolio alignment with client goals. Mentor junior planners and associate advisors, providing training and oversight on plan development, compliance protocols, and client engagement best practices. Qualifications
Bachelor’s degree from an accredited four-year university. 2+ years of financial planning experience. Benefits
Medical insurance, vision insurance, 401(k), paid maternity and paternity leave, disability insurance, child care support, tuition assistance.
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$85,000.00/yr - $95,000.00/yr Additional compensation types
Annual Bonus Responsibilities
Deliver comprehensive financial planning and wealth management strategies to high-net-worth individuals, including retirement, tax, estate, and risk management planning. Lead client discovery meetings and financial plan presentations, building long-term relationships rooted in trust, transparency, and fiduciary responsibility. Collaborate with internal investment, tax, and client service teams to ensure seamless implementation of financial plans and ongoing portfolio alignment with client goals. Mentor junior planners and associate advisors, providing training and oversight on plan development, compliance protocols, and client engagement best practices. Qualifications
Bachelor’s degree from an accredited four-year university. 2+ years of financial planning experience. Benefits
Medical insurance, vision insurance, 401(k), paid maternity and paternity leave, disability insurance, child care support, tuition assistance.
#J-18808-Ljbffr