Financial Planning Associate jobs in United States
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Atlantic Group · 7 hours ago

Financial Planning Associate

positionRaleigh, NC
timeFull-time
remoteOnsite
seniorityMid Level
money$80K/yr - $115K/yr
date4+ years exp

Atlantic Group is seeking a Financial Planning Associate in Raleigh, NC, where you’ll deliver personalized wealth strategies through hands-on financial planning and high-impact client engagement. In this role, you will guide clients in setting financial goals, build tailored financial models, and ensure compliance with regulatory standards.

B2BHuman ResourcesStaffing Agency
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Growth Opportunities
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H1B Sponsor Likelynote

Responsibilities

Client Planning & Strategy: Develop tailored financial plans by understanding client goals, challenges, and risk profiles
Relationship Management: Foster long-term client relationships through clear communication, empathy, and trusted guidance
Results-Driven Execution: Deliver measurable outcomes by driving client action and meeting revenue and growth objectives
Adaptability & Problem Solving: Pivot strategies as needed to address evolving client needs and market conditions
Collaboration & Compliance: Partner with internal teams to improve processes while upholding all ethical and regulatory standards

Qualification

CFP certificationFINRA Series 7FINRA Series 63Financial planning softwareExcel-based modelingClient-first mindsetInterpersonal skillsGoal-oriented driveTime management

Required

Bachelor's degree in Finance, Business, Economics, or a related field is required
4-6 years in financial advisory, wealth management, or a sales-focused planning role, with a strong track record in high-performance environments
Proficiency in financial planning software and Excel-based modeling with the ability to build, analyze, and present comprehensive plans
Strong interpersonal and execution skills with a client-first mindset, resilient attitude, goal-oriented drive, and the ability to independently manage workload and time

Preferred

CFP, CPA, FINRA Series 7 & 63, or life/health insurance licenses preferred (active or in progress)

Company

Atlantic Group

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Atlantic Group, founded in 2006, is an industry leader in executive and professional search & staffing.
dateFounded in 2006
location
Nyack, New York, USA
people-size51-200 employees
web-link
http://atlanticrecruiters.com

H1B Sponsorship

Atlantic Group has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2021 (1)
2020 (1)

Funding

Current Stage
Growth Stage

Leadership Team

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John Ricco
Founding Partner
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Recent News

Business Wire
The Atlantic Group, Managing More Than $1.6 Billion in Client Assets, Joins Ameriprise Financial
2025-10-28
Company data provided by crunchbase