We are seeking a trustworthy, hardworking, and intelligent new associate. Candidates need to demonstrate exceptional communication, organizational, and client service skills. Willingness to ask questions, problem solve, and being a self-starter are essential traits. ResponsibilitiesResponsibilities include supporting the firm's financial planning and client service functions in a small team setting. QualificationsExcellent verbal and written communication skills; client service experience; financial services experience;proficient with Word, Excel, CRM, and technology in general;Bachelor's degree.