Wealth Management Associate: CFP Path & Growth

A family-owned financial planning firm in Charlottesville is seeking a Wealth Management Associate to support financial advisors. This entry-level role offers hands-on experience, advisor-led training, and a clear path to obtaining CFP certification. You will assist in financial planning, client interactions, and administrative duties, all while developing the skills necessary to transition into a fully functioning advisor role. A commitment to professional growth and obtaining required licenses is expected. #J-18808-Ljbffr