Associate Financial Planner
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Job Summary
To support the expansion of financial planning solutions, the full-time Associate Financial Planner will assist client-facing colleagues in creating financial plans and proposals, while learning to navigate financial planning software and assess client data for opportunities.
Key responsibilities
- Create financial plans for clients
- Develop product and service proposals
- Collaborate with Wealth Advisors to enhance client experience through innovative planning methods
Required qualifications
- General understanding of basic wealth management terms
- Bachelor's Degree in Finance, Personal Finance, or Wealth Management preferred
- Proficient time management skills
- Willingness to test and learn new approaches to financial planning
Complete Job Description
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