Financial Planning and Investments Associate Introduction Aaron Financial is a dynamic financial planning firm in the heart of Washington, DC. The firm is rapidly growing and proactively helps individuals, families and businesses achieve their highest level of success. Description of Position Aaron Financial is seeking a qualified individual for the position of Financial Planning and Investments Associate. This individual will be responsible for data gathering and analysis, development of financial planning recommendations, implementation and portfolio management. The associate will participate in client meetings either jointly with Matt Aaron, CFPA' (R) or solo based on the clients complexity and the ability to serve the clients needs. The associate would be the main point of contact for all new and existing clients financial planning and investment delivery requests. An ideal candidate for this role will be a CFP practitioner with a positive, can-do attitude, an attention to detail, impeccable follow-through, an ability to follow systems, and a hunger for both team and personal growth. Growth Potential : This position has huge growth potential for the right person. An ideal candidate will be competitive by nature, work well in a fast-paced environment, and have an optimal balance of assertiveness and a team-player attitude. Our company is growing and looking for an "A"A' player who wants to grow with us. Responsibilities and Duties A' . Be present in client meetings to understand our financial planning process and to follow through on client deliverables A' . Build integrated financial plans that encompass both cashflow, debt management, major purchase, education, insurance, and investment recommendations A' . Build investment proposals A' . Monitor and service investment accounts. A' . Act as liaison between the Investment Onboarding Team and our clients A' . Regularly review current open opportunities to drive an efficient process to build assets under management and proactively add value to existing clients to protect the assets we do manage A' . Answer general client servicing questions. A' . Compose formal letters and emails to clients. A' . Join and facilitate client meetings where needed to support the firm"A cents " cents s growth initiatives Qualifications and Skills A' . CFP A' (R) Professional or Eligible to sit for the CFP exam with another designation obtained A' . Proficiency in CRM system and financial planning software A' . Proficiency in Microsoft Excel, Word, and PowerPoint A' . 2 years or more in the financial services industry A' . Excellent organizational management skills A' . Evidence of the ability to practice a high level of confidentiality Compensation: Base Salary plus bonus based on industry experience Please send resumes to Hunter Harris at hunter.harrisnm.comFinancial Planning and Investments Associate