Jobs in Citrus County, FL

About the role

We are looking for a Senior Planning Associate in Inverness, FL that is responsible for supporting our advisors through all phases of the client relationship. This role is hybrid, with 3 days required in office.

What you'll bring

• We want a team player who can leverage the strength of the firm to deliver outstanding results and solutions.
• Confident Humility – a quintessential team player, willing to do whatever it takes to get the job done, with pragmatic optimism
• Contagious Growth Mindset – a continuous learner with intellectual curiosity who strives for excellence and inspires others
• Trusted Relationships – supportive and authentic with mutual respect for colleagues
• Bachelor’s Degree required
• 2+ years of financial planning experience, or other related financial services industry experience
• FINRA Series 65 Certification or other qualified credential, or the ability to obtain within 12 months of hire
• Minimum 3-5 years of financial planning experience
• Proven analytical and problem-solving skills
• Detail-oriented with a focus on accuracy
• Highly proficient in financial planning software and computer software, including the Microsoft Office Suite
• Excellent written and verbal communication skills

Benefits