Are you a people person? Does financial planning excite you?

We’re looking for a Wealth Planning Associate to:

• work with financial advisors to evaluate client needs to help create customized financial plans
• lead financial planning meetings
• provide clients with advice and solutions to help them achieve their goals

The Wealth Planning Associate (WPA) Program is a structured 24-month development program designed to provide you with the knowledge and skills necessary to succeed as a financial advisor.