Financial Planning Associate Job at Ascendo Resources, Washington DC

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  • Ascendo Resources
  • Washington DC

Job Description

Seeking a Financial Planning Associate to you our clients growing Wealth Management team

This is an exciting opportunity for someone who thrives in a client-focused, collaborative, and fast-paced environment

Your role:

  • Partner closely with financial advisors to create and maintain customized financial plans for clients.
  • Develop and foster relationships with clients by assessing financial goals and delivering tailored advice on strategies, products, and planning techniques.
  • Analyze financial data to build and update comprehensive financial plans (retirement, investment, tax, and estate planning).
  • Monitor financial markets and trends to proactively provide the most relevant planning solutions.
  • Collaborate with internal teams and external professionals to deliver seamless, holistic service.
  • Prepare reports, presentations, and financial planning summaries to support client meetings.
  • Maintain a high level of service and responsiveness with a focus on client satisfaction.

Qualifications:

  • Bachelor's degree in Finance, Economics, or a related field.
  • 3+ years of experience in financial services, ideally in wealth management or private banking.
  • Active FINRA Series 7 and 66 (or 63/65) licenses.
  • Currently hold or willing to obtain your CFP
  • Strong understanding of financial planning concepts, markets, and wealth management strategies.
  • Exceptional interpersonal skills and a passion for building long-term client relationships.
  • Ability to think creatively, solve problems, and adapt in a constantly evolving environment.
  • Experience with planning software (e.g., eMoney, MoneyGuidePro) is a plus.

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