Apprentice Financial Planner: Grow into CFP & Lead Plans

Independent Educational Consultants Association is seeking an Associate Financial Planner to join their team in New York. This apprenticeship role emphasizes learning the techniques of financial planning and supporting Lead Advisors. Responsibilities include attending client meetings, taking notes, and completing follow-up tasks. Candidates must have passed the CFP® exam and possess strong communication and project management skills. The position is onsite for the first 90 days then shifts to a hybrid model with a salary range of $75k-$79k annually.
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