About Us:

KQ Wealth Management is dedicated to helping clients achieve their financial goals through personalized financial planning and asset management. We take pride in delivering tailored wealth solutions and are committed to exceptional client service.

Job Summary:

We are seeking a motivated Financial Planning Associate with a CFP designation or active progress toward it, who will support our team of advisors in building comprehensive financial plans and identifying planning opportunities for clients. This role requires a high level of detail orientation, analytical skills, and the ability to work collaboratively across our advisory team.

Key Responsibilities:

Collaborate with financial advisors to develop and update customized financial plans for clients, including retirement, tax, and estate planning.

Conduct detailed analysis of client data to identify opportunities for optimizing financial planning strategies.

Support advisors in client meetings by preparing relevant reports and summaries to help communicate planning insights.

Monitor changes in financial regulations and adjust client recommendations as needed to maintain compliance and maximize benefits.

Maintain and update financial planning software and ensure accurate client data.

Qualifications:

CFP® designation or active pursuit of the CFP® certification (required).

Bachelor’s degree in finance, accounting, economics, or a related field.

Experience with financial planning software and tools preferred.

Excellent communication skills, both written and verbal, with an ability to explain complex financial topics clearly and simply.

Detail-oriented with strong organizational skills and the ability to manage multiple tasks effectively.

A collaborative, team-oriented attitude with a client-first mindset.

How to Apply:

Please send your resume and cover letter to pam@kqwealthmanagement.com. We look forward to welcoming a dedicated Financial Planning Associate to our team!

KQ Wealth Management

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KQ Wealth Management | Financial Planning Associate