Job Details
Financial Planning Associate
StandardBonnie 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
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.
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
Ad Information
4bf5c36a
$0.08
cpc-felonyrecordhub-standard
Standard
USD
System Information
July 20, 2025 10:44
August 01, 2025 06:47
August 01, 2025 06:47
Similar Jobs
Expense Report Auditor
StandardInSync Consulting
Columbus, GAAccounts Receivables
StandardTotal Eye Care PA
Memphis, TNCorporate Controller
StandardCertaSite
Indianapolis, INAccounts Payable Clerk-Manufacturing
StandardTruBlu HR Solutions
Houston, TXPersonal Lines Customer Service Representative (9897)
StandardCapstone Search Group
Knoxville, IA