Associate Planner

• Starting Compensation Range:  Depending on qualifications
• Location: DeLand, Florida
• Type: Full Time – Experienced
• Required Education: 4 year Degree

​​Description
 A top local wealth management firm is seeking an Associate Planner with a minimum of three to five years of industry related experience to assist clients in our financial planning and investment management areas.  An undergraduate degree is required but preferably in Business, Finance or Personal Financial Planning.  Candidates with a proven track record of related work experience in managing client relationships, preparing financial plans and investment analysis will be given higher consideration.  This is an excellent long-term career opportunity with competitive compensation and benefits for the right person to join our phenomenal family oriented team. We care about the overall success and growth opportunities of both our clients and team members.  Candidates with a working knowledge of investments, Financial Planning and financial back-office operations strongly encouraged to apply.   

 Duties and areas of responsibility include:

• CLIENT SERVICE: Managing certain client relationships and attending client meetings.  Interacting with clients to update their information. Working closely with Senior Planner and team members and keeping them informed of client issues.
• INVESTMENT ANALYSIS: Analyzing and monitoring mutual fund and professionally managed portfolios according to our firm’s policies.  Preparing investment proposals, placing trades using our automated model trading platform. Candidates experienced with Morningstar Advisor Workstation and trading platforms would be given higher priority.
• FINANCIAL PLANNING PREPARATION: Familiar with basic financial planning process,  preparing preliminary reports and recommendations. A working knowledge of financial planning and client relationship management software and Microsoft Office (Word, Excel, and Power-point) would be advantageous.   

Qualification Requirements
 Series 7 required, CFP® or Candidate preferred. Three to Five years minimum industry experience.  We are seeking an extremely detail oriented, ethical person dedicated to exceeding standards and passionate about helping people achieve their goals. The ideal candidate will have excellent oral and written communication skills, a self-starter with a proven track record of working independently and as a contributing team member to meet deadlines. They must also have a warm and pleasant temperament, preferably with a good sense of humor. Qualified candidates should email a cover letter, resume and salary requirements to: FleishelFinancial@raymondjames.com
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 Employer Information
 Since 1990, Fleishel Financial Associates has provided clients Clarity and Confidence for Life℠ with comprehensive wealth management strategies. We offer a professional, creative and constant learning work environment as we assist our clients in simplifying and organizing their overall financial matters and work to achieve their financial goals. Securities offered through Raymond James Financial Services, Inc. (member FINRA/SIPC) Fleishel Financial Associates is not a registered broker/dealer, and is independent of Raymond James Financial
Services. Investment Advisory Services are offered through Fleishel Financial Associates and Raymond James
Financial Services Advisors, Inc.

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