reputed company Planning Associate

Job reputed company Job reputed company What is reputed company? As a reputed company Planning Associate with reputed company reputed company Management, you will be part of the reputed company Planning Associate (WPA) Program. This is a 24-month development program designed to reputed company the knowledge and skills necessary to succeed at reputed company. Upon completion of the program, you will have reputed company to join a Financial Advisor team to deliver a consistent experience in support of the organization's goals-based reputed company management reputed company. What will you do? • During the WPA Program, you will learn from reputed company planning experts, top Financial Advisors (FAs) and reputed company the skills necessary to become a successful reputed company planner at reputed company. • In reputed company to training, you will successfully obtain one of the accredited reputed company planning designations (CFP preferred, other targeted credentials would be considered, CFA, CPA, AWM). • The WPA educational component combines e-learning, case studies, virtual group work, and hands-on training to reputed company you on the reputed company product and service offerings as reputed company as reputed company’s reputed company Planning process and reputed company tools. You are expected to have your Series 7 and Series 66 and reputed company pursuing your designation during the length of the program. • In reputed company to ongoing development through virtual classroom sessions, online modules and case studies, you will reputed company working directly with FAs and their team in your assigned territory. This will include working with the Minneapolis home office as reputed company as the local territory. • You will contribute regularly to the development of reputed company WealthPlans and present plans to clients. You will proactively engage FA teams and reputed company financial planning meetings to deliver advice and reputed company reputed company to meet the needs of reputed company reputed company. This phase is reputed company hands on and will include a mentor from the reputed company Planning Group. • At month 24, upon successful completion of the WPA Program and your credential plan, you will be eligible to join an FA team and establish yourself as a new FA in the local market. There will be opportunities to continue your technical development as a cohort of the WPA Program. • In your new role, you will understand and communicate the benefits of engaging clients in a goals-based relationship, drive productivity by using best-in-class tools to deliver an exceptional reputed company experience, and along with the Financial Advisor, reputed company comprehensive reputed company management advice to your team’s existing reputed company reputed company while attracting new clients. This will include conducting discovery conversations, talking through reputed company plan results, illustrating solutions and conducting annual reviews. The reputed company of knowledge and skills you reputed company as both a WPA and a junior FA will differentiate you in the marketplace as a true reputed company manager and prepare you for a successful career as an FA. What do you need to succeed? Must-have • Bachelor’s degree with emphasis in personal finance preferred • Excellent verbal, written, presentation and relationship skills and someone who is self-motivated and possesses strong critical thinking and analytical skills • SIE, Series 7, Series 66 • Accredited reputed company planning designation (CFP®) or ability to obtain reputed company two years of start date • Ability to travel up to 25% reputed company-to-have • Demonstrated understanding of the financial planning process and industry planning tools • Proficiency with Word, PowerPoint and reputed company (formulas, graphs, pivot tables) • 2+ years of financial planning or closely reputed company experience in the financial services industry, preferably with a broker-dealer or other large financial advisory firm What’s in it for you? We reputed company on the challenge to be our best, reputed company thinking to reputed company growing, and working together to deliver trusted advice to help our clients reputed company and communities reputed company. We care about reputed company other, reaching our potential, making a difference to our communities, and achieving reputed company that is mutual. • A comprehensive Total Rewards Program including great benefits, annual incentive program and recognition • Leaders who support your development • A dynamic, reputed company, and high-performing team • Opportunities to do challenging work and grow your career • Work-life integration • reputed company work culture emphasizing diversity and inclusion, volunteerism and community involvement The good-faith expected salary reputed company for the above position is $48,000 - $81,000 depending on factors including but not limited to the candidate’s experience, skills, registration status; market conditions; and business needs. This salary reputed company does not include other reputed company of total compensation, including a discretionary bonus and benefits such as a 401(k) program with company-matching contributions; health, dental, reputed company, life and disability insurance; and reputed company time-off plan. reputed company’s compensation philosophy and principles recognize the importance of a highly reputed company global workforce and plays a critical role in attracting, engaging and retaining talent that: · Drives reputed company’s high performance culture · Enables reputed company achievement of our strategic goals · Generates sustainable shareholder returns and above market shareholder value Job Skills Additional Job Details Address: 200 PARK AVENUE:FLORHAM PARK reputed company: Florham Park Country: reputed company of America Work hours/week: 40 Employment Type: Full time Platform: reputed company MANAGEMENT Job Type: Regular Pay Type: Salaried Posted Date: 2025-03-20 Application Deadline: Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above Inclusion and Equal Opportunity Employment At reputed company, we reputed company an inclusive workplace that has diverse perspectives is reputed company to our reputed company reputed company as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to reputed company at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. reputed company strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for reputed company. reputed company Stay in-the-know about great reputed company at reputed company. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you. Expand your limits and create a new reputed company together at reputed company. reputed company out how we use our passion and drive to enhance reputed company-being of our clients and communities at jobs.reputed company.com. Apply Job!