Davis Financial Planning (Asheville, NC) Seeking Financial Planning Associate

As we embark on our 11th year of service to individuals and couples in Asheville and across the country, Davis Financial Planning seeks to add a dedicated, curious, and detail-oriented person to our team. As a fee-only, comprehensive financial planning firm we support people in all financial life cycles as guides, educators, and strategists. All interested candidates are asked to learn about our firm, our Core Values, and the fee-only financial planning model to ensure we are the right fit.

The Ideal Candidate

We are seeking a financial planning associate who brings a thirst for knowledge of financial planning across investments, retirement, college, and tax planning. Those who are most successful in the financial planning associate role naturally think ahead to what might be needed in the future, communicate clearly and thoughtfully, and possess a willingness to jump in to help clients and team members alike.

We are looking for a caring, detail-oriented, and collaborative professional to join our team. Our ideal candidate will be enthusiastic about helping people strive for financial independence, have a friendly and positive demeanor, demonstrate diligence in following through on tasks, be very analytical, and possess incredible organization skills. Self-motivation, a heart for service, and a desire to learn are keys to success at Davis Financial Planning. The primary role of this position to support the lead financial planners to support their focus and efficiency.

A Bachelor’s degree is required for this position, ideally in financial planning, accounting, finance, or business.

Why consider the opportunity?

·       Work/life balance and the opportunity to work both remote and in the office

·       Key position in a highly regarded company

·       Warm and collaborative team environment

·       Health Benefits

·       401k with a 5% match and additional benefits

·       Full-time salaried position with some flexibility in the hours

·       Generous time off policy


*Asheville is the preferred location for this role, but candidates within a couple hours of Asheville will be considered.

Interested? Apply here.