The Associate Planner is responsible for providing additional advisor capacity to Rhyne Financial by servicing client accounts, supporting the firm's retirement plan business, and prospecting the new clients.
The Associate Planner will carry out his/her duties in a manner that represents our core values. The Associate Planner will work closely with the Financial Planner & Investment Coordinator and with the Client Services & Insurance Coordinator as part of the Rhyne Financial team.
Maintain and service existing client relationships
Develop and create new business opportunities for Rhyne Financial
Support retirement plan service and help with enrollment meetings
Process advisory, investment, and insurance new business
Prepare agendas and meeting documentation for client meetings
Handle miscellaneous operational activities in conjunction with the Rhyne FInancial staff
A minimum of 2 years of experience with an investment-focused financial services firm
Life, Accident, Health licenses
Long-Term Care license
FINRA Series 6 and 63 licenses
Obtain FINRA Series 65/66 and Series 7 within 1 year of joining Rhyne Financial
4-year college degree
Knowledge of current technology tools
Microsoft 365 and Outlook
Skype for Business
ChFC and CFP within 3 years of joining the firm
Internal Number: 1
About Rhyne Financial
Rhyne Financial grew out of Jody Rhyne’s financial services practice, a business he started in Charlotte in 1992. In 1996 Jody launched the firm now known as Rhyne Financial in his hometown of Lincolnton, NC. The Rhyne Financial team would not be complete without a talented and energetic operations staff who keeps everything running smoothly and seamlessly in the background.
Over the years, our firm has established a reputation for implementing care and compassion with our clients. We serve businesses, individuals and families through financial planning services, insurance and investments.
Our connection with HF Financial* in Charlotte provides us with access to additional experts, services and products to enhance the experience we desire to create for our clients. Founded over 80 years ago and headquartered in Charlotte, HF Financial is a full-service financial firm with in-house resources and specialists in the areas of:
Disability Income Insurance
Long-Term Care Insurance
Special Needs Planning