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Ferguson Wellman Capital Management / Octavia Group

Portland, Oregon

NEW! NEW!
Eugene School District

Eugene, Oregon

Clean Harbors

Norwell, Massachusetts

Collier County Board of County Commissioners

Naples, Florida

Harbor Capital Advisors

Boston, Massachusetts

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Financial Planning Associate
Title:  Financial Planning Associate Supervisor Title:  Director of Financial Planning JOB SUMMARY  The Financial Planning Associate is an entry level position that provides technical and client service support for Financial Planners and Advisors.  Responsibilities include preparation and follow-up on client meetings, data gathering, financial plan and scenario modeling, and presentation development.  Associates may participate in client meetings but not in an advice or decision-making capacity.   Responsibilities include but are not limited to: Provide support for development of comprehensive financial plans by gathering data, completing analysis, and prepare financial pl


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