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Boca Raton , Florida

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Moisand Fitzgerald Tamayo, LLC

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Kensington, Maryland

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Associate Planner
Position Overview: TrustCore Financial is seeking an Associate Planner (AP) to work in our Brentwood, TN office on a successful financial-planning team. The AP works in a supporting role to prepare financial plans and provide service to clients. Summary of Essential Duties & Responsibilities: The Associate Planner will participate in all aspects of the financial-planning process and develop comprehensive financial plans with specific recommendations on products and services that best meet the client’s needs. The Associate Planner will serve as “second chair” in client meetings along with a Senior Planner. Develop strategies unique to each client using critical thinking and in-depth analysis. The AP will be responsible for client-mee


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