Financial Planning Associate
6 days ago
Tampa
Job Description We are seeking a knowledgeable and driven Financial Planning Associate to join our team. At Athanassie Capital Partners, we serve high-net-worth families, business owners, and retirees nationwide with thoughtful, customized financial planning. After more than 40 years in the business, we’ve seen that clients don’t just want investment advice—they want a coordinated plan that ties together taxes, estate strategies, retirement, and legacy. That’s where you come in. What You’ll Do • Hands-on financial planning: Gather client data, prepare illustrations, and run projections across retirement, tax, estate, and investment scenarios., • Client interaction: Join client meetings, take notes, and follow up with next steps—ensuring we’re always moving plans forward., • Plan preparation: Build and update formal financial plans using industry software (eMoney or similar)., • Collaboration: Work closely with our Advisor and our team to ensure recommendations align across investments, tax, and estate planning., • Licensing/education: Series 65/66 required; CFP® (completed or in progress) strongly preferred., • Background: 2–5 years in financial planning, paraplanning, or client service at a wealth management or RIA firm., • Strong technical planning skills—you enjoy running projections and building plans as much as talking about them with clients., • Detail-oriented and organized, comfortable managing multiple cases at once., • Direct mentorship, drawing on 40+ years of real-world planning and portfolio management., • Exposure to sophisticated planning cases and high-net-worth families., • A career track toward Lead Planner/Advisor with clear milestones., • Competitive compensation and benefits., • A client-first, collaborative culture—no sales quotas, no cold-calling.Company DescriptionAt Athanassie Capital Partners, we help busy professionals take control of their financial future — building wealth, creating opportunities, and turning long-term goals into reality. Led by Steve Athanassie, CFP®, our team is known for delivering thoughtful, personalized wealth creation and investment strategies without the sales pressure or cookie-cutter solutions. For nearly 40 years, Steve has been a trusted guide to individuals, families, and institutions across the Tampa Bay area. His expertise and results-driven approach have earned recognition in top national and local outlets including Forbes, USA Today, Business Week, the Tampa Bay Times, Mutual Fund Magazine, and Financial Planning Magazine — as well as appearances on Bay News 9, WFLA News Channel 8, WFTS Action News, and WTVT Fox 13 News. Joining our team means being part of a highly respected, client-focused firm where expertise, integrity, and real impact are at the heart of everything we do. You’ll work alongside experienced professionals who are passionate about helping clients succeed — and you’ll have the opportunity to grow your career while making a meaningful difference in people’s lives.At Athanassie Capital Partners, we help busy professionals take control of their financial future — building wealth, creating opportunities, and turning long-term goals into reality. Led by Steve Athanassie, CFP®, our team is known for delivering thoughtful, personalized wealth creation and investment strategies without the sales pressure or cookie-cutter solutions.\r\n\r\nFor nearly 40 years, Steve has been a trusted guide to individuals, families, and institutions across the Tampa Bay area. His expertise and results-driven approach have earned recognition in top national and local outlets including Forbes, USA Today, Business Week, the Tampa Bay Times, Mutual Fund Magazine, and Financial Planning Magazine — as well as appearances on Bay News 9, WFLA News Channel 8, WFTS Action News, and WTVT Fox 13 News.\r\n\r\nJoining our team means being part of a highly respected, client-focused firm where expertise, integrity, and real impact are at the heart of everything we do. You’ll work alongside experienced professionals who are passionate about helping clients succeed — and you’ll have the opportunity to grow your career while making a meaningful difference in people’s lives.