{"id":3912070,"url":"https://alion.io/job/twonice-wealth-planner-financial-planning-associate","title":"Wealth Planner / Financial Planning Associate","company":{"id":4471063,"name":"#twiceasnice Recruiting","domain":"twonice.com","url":"https://alion.io/company/twonice","size_band":null,"is_staffing_agency":true,"employer_type":"agency","is_intermediary":false,"listed_via":null,"ats_vendor":"Schema","truth_index":null},"role":"Finance","role_family":"Finance","seniority":null,"employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Jacksonville, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":70000,"max":100000,"currency":"USD","period":"year","gross":null,"usd_annual":100000},"salary_estimate":null,"experience_years_min":null,"visa_sponsorship":true,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Office","optional":false}],"status":"live","first_seen_at":"2026-11-07T08:17:48Z","employer_posted_date":"2026-11-07","last_verified_at":"2026-11-10T19:43:17Z","board_verified":true,"closed_at":null,"days_open":3,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":3},"description":"Wealth Planner / Financial Planning Associate\nCFP coursework completed or in progress | CFP-certified candidates welcome\nLocation: Jacksonville, FL\nSalary: $70,000-$100,000 (depending on experience and credentials) + Benefits\nBenefits: Health, Dental, Vision, 401(k) with match, PTO, Professional Development Support\nJob Type: Full-Time | On-site\nTypical Hours: Monday-Friday, 40-45 hours/week\nStart Date: ASAP\nSponsorship is not available\nWealth Planner / Financial Planning Associate Description\nOur client in the wealth management industry is looking for a Wealth Planner / Financial Planning Associate in Jacksonville, FL. This position combines substantial hands-on financial plan preparation with opportunities to participate in client meetings and support advisor recommendations. You will gather and analyze client information, work within financial planning systems to build and refine detailed plans, and help the firm's advisors deliver thoughtful guidance across investments, retirement, tax, estate, and risk planning. You will work closely with the firm's owner and internal team. This is not a cold-calling or book-of-business development role. The firm is open to experienced planners as well as recent or upcoming graduates who have completed or are nearing completion of CFP coursework and are eager to develop through hands-on planning work. Success requires careful analytical work, attention to detail, and the confidence and interpersonal skills to contribute professionally in client meetings. Over time, you’ll gain the autonomy to shape your path within a collaborative firm that values initiative, precision, and strategic thinking. Your ideas will be heard and your impact will be visible.\nWealth Planner / Financial Planning Associate Responsibilities\nBuild, update, and refine detailed financial plans within financial planning software for advisor review\nCollect, and verify client information, financial statements, account details, and planning assumptions\nAnalyze cash flow, assets, liabilities, investment allocations, retirement needs, and risk exposure\nDevelop scenarios, calculations, and concise recommendations for retirement, tax, estate, and insurance\nCheck plans, inputs, reports, and supporting documents for completeness and accuracy\nParticipate in client meetings, communicate professionally, take notes, and coordinate follow-up items\nPartner with advisors to prepare and present planning recommendations and respond to client needs\nMaintain accurate client records and planning updates in the CRM and planning platforms\nCollaborate with colleagues to keep planning deliverables and client follow-up on track\nWealth Planner / Financial Planning Associate Qualifications\nBachelor's degree completed or expected by start date required\nCFP certification or completion/progress toward CFP coursework required\nFoundational knowledge of investments, retirement, tax, and estate planning required\nStrong interest in hands-on financial plan preparation and analysis required\nConfident, personable communicator with strong client-facing potential\nStrong analytical, organizational, and attention-to-detail skills required\nProficiency in MS Office required; 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