Financial Planning Associate
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Bonnie Jones Associates, LLC

Ashburn, VA


Category

Finance and Insurance

Job Type

Full_Time

Salary

70000USD - 100000USD per year

Posted Date

July 19, 2025


Job Description

Job Description

Job Description

Are you passionate about helping people achieve financial clarity—and ready to take the next step toward becoming a Financial Planner or Advisor? Our client, a fast-growing and multi-time “Best-in-State Wealth Advisor” based in Ashburn, VA, is hiring a Financial Planning Associate to join their close-knit and highly respected team.

About the Opportunity

This is more than just a support role—it's a career-launching opportunity. You’ll work side-by-side with a senior advisor, contribute directly to financial planning and client strategy, and play a critical role in building and maintaining lasting client relationships.

If you're a strong communicator with a service-first mindset, and you're actively pursuing a long-term career in financial planning or advising, this role offers hands-on training, direct client exposure, and a clear path to growth.

What You’ll Do:

  • Support the preparation and delivery of comprehensive financial plans

  • Assist with client onboarding, including gathering documents and setting expectations

  • Prepare meeting materials and follow-ups for annual reviews and strategy sessions

  • Help submit and track paperwork for new accounts, money movements, and transfers

  • Communicate with custodians (Schwab, First Clearing) to resolve client issues

  • Draft emails and letters on behalf of the advisor with professionalism and care

  • Maintain up-to-date and accurate CRM records (WealthBox and Salesforce)

  • Collaborate with a 5-person team to deliver exceptional, high-touch service

What We’re Looking For:

  • 2+ years of experience in financial planning, wealth management, or client service

  • Strong communication skills—you listen well and explain clearly

  • Tech-savvy with experience using financial CRMs, Excel, and DocuSign

  • Familiarity with Schwab, First Clearing, or similar custodians is helpful

Career Growth & Perks:

  • Compensation: $70,000-$100,000 + Quarterly performance bonuses based on individual and team goals

  • CFP® sponsorship available after successful onboarding

  • Exposure to high-net-worth clients and real planning conversations

  • Supportive, drama-free, and highly collaborative team culture

  • Generous benefits package:

    • 401(k) with company match

    • 20–22 days PTO

    • Platinum-level health plan (70% employer-paid)

    • Annual team retreats—including a company cruise

If you’re ready to grow into a career as a Financial Planner with mentorship, training, and long-term opportunity—apply today.

Company Description
Bonnie Jones Associates, L.L.C. is your source for finding and filling permanent financial, accounting, administrative, legal, executive assistant, accounting and HR positions. Our professional staff matches the right candidate with the right employer and we take a lot of pride in that responsibility. Bonnie Jones Associates, L.L.C. has over eighty years of combined recruiting experience.

Our commitment to you is that we will work very hard to find you the right match. Our hope is that you will be very happy that you have chosen to work with us and that you feel we have done a good job for you. Please browse our web site, www.bonniejones.com and contact us so that we can make a happy match for you!

Company Description

Bonnie Jones Associates, L.L.C. is your source for finding and filling permanent financial, accounting, administrative, legal, executive assistant, accounting and HR positions. Our professional staff matches the right candidate with the right employer and we take a lot of pride in that responsibility. Bonnie Jones Associates, L.L.C. has over eighty years of combined recruiting experience. \r\n\r\nOur commitment to you is that we will work very hard to find you the right match. Our hope is that you will be very happy that you have chosen to work with us and that you feel we have done a good job for you. Please browse our web site, www.bonniejones.com and contact us so that we can make a happy match for you!
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July 20, 2025 10:44

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August 01, 2025 06:47