Role Overview
Join Hughes Financial Services LLC as a Financial Planning Associate, supporting senior/lead advisors in delivering exceptional client service. This role plays a critical part in delivering high-quality experiences for families served.
What You Will Do
Obtain client information, analyze and evaluate client data, develop financial plans, and provide technical support to clients. Familiarize yourself with various software applications, including Schwab’s Advisor Center and eMoney Advisor.
Why It Might Be a Fit
Join a team passionate about helping clients achieve financial confidence and independence. Enjoy a culture built on teamwork, integrity, and continuous improvement, with opportunities for professional development and long-term career advancement.
Requirements
- Bachelors Degree Preferred
- Preference will be given to candidates who have begun CFP coursework or are actively pursuing the CFP designation
Benefits
- Competitive pay and benefits with a large employer
- 401(k), health insurance, and a competitive benefits package
- Tuition reimbursement for qualified expenses
To apply for this job please visit jobs.dayforcehcm.com.
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