Associate Financial Planner
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Job Summary
To support a growing wealth management practice, the full-time Associate Financial Planner will assist in creating financial plans and proposals, collaborating with client-facing colleagues to enhance client outcomes and expand asset management.
Key responsibilities
- Create comprehensive financial plans for clients
- Develop product and service proposals tailored to client needs
- Utilize financial planning software and assess client documentation to identify opportunities
Required qualifications
- Bachelor's Degree in Finance, Personal Finance, or Wealth Management preferred
- Proficiency in time management and teamwork
- Willingness to test and learn new financial planning approaches
- Understanding of basic financial services terms and investment concepts
Complete Job Description
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