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© All Rights Reserved. ApplyBlast.com
J2T Recruiting
The Associate Financial Planner supports a fee-only financial planning firm specializing in sabbatical planning by preparing comprehensive financial and tax analyses to help clients achieve their life goals. This role involves building and updating client plans, translating strategic conversations into actionable tasks, and facilitating client onboarding and meetings. The position offers a clear path toward direct client advising within a collaborative, growth-oriented team.
Accounting and Finance Recruiters, Permanent Placement, Contract Placement, Denver, Boulder, Ft. Collins, Longmont, Colorado Springs, and High Level Contracting
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for J2T Recruiting.
12% above the average for this role