Associate Planner
Posted 17 days ago
Associate Planner
Armor Investment Advisors, LLC - North Carolina (Raleigh)
Entry-level role for a recent graduate who wants to build deep planning expertise and grow into a client-facing advisor over time.
Required Qualifications:
• Bachelor’s degree in Financial Planning, Finance, Economics, Accounting, or a related field. • Strong Excel and Microsoft Office skills; comfort learning new systems. • Highly organized and detail-oriented; able to manage financial data accurately and keep timelines on track. • Strong written and verbal communication skills; client-service mindset; high integrity and follow-through.
Preferred Qualifications:
• 0–2 years of relevant experience (internships welcome). Recent graduates encouraged to apply. • Strong interest in pursuing CFP® certification (or equivalent); progress toward CFP® is strongly encouraged. • Experience with planning software/CRM tools (or demonstrated ability to learn quickly).