Associate Financial Planner
At McKay Wealth we are a financial planning practice built on the foundation of integrity, honesty, and commitment to our community and clients. Our core values are family, authenticity, integrity, conviction, and impact. Our mission supports the empowerment of our clients through education, planning, and investment management.
This is the perfect opportunity for a conscientious, driven financial planning professional with 3+ years of experience looking to make an impact in the lives of their clients and peers.
You will serve as a support contact for assigned client relationships. Communicate regularly with assigned clients to provide advice/recommendations. Independently conduct client meetings. Provide high quality, high touch service to existing clients and manage daily client transactions and inquiries.
Be A Part Of A Team
We invite you to discover and experience the power of our team. Work collaboratively in a team setting towards a unified goal to serve and support client relationships.
Interested- Apply Now!
Take the first step towards a rewarding new career in educating and helping clients achieve their desired life goals.