This role is designed for an experienced Financial Planner who is ready to take the next step toward supporting, and eventually leading, client relationships. If you’re passionate about financial planning, thrive in a collaborative environment, and want to be part of a firm committed to excellence, we’d love to hear from you!   Who You Are CFP® Professional 3-5+ years in an associate planner, financial planning, or client-facing role Strong interest in tax and retirement planning Excellent written and verbal communication Comfortable stepping gradually into client-facing responsibilities Experience with industry-specific platf