Associate Financial Planner (FINRA Series 65)

Job Summary

A company is looking for an Associate Financial Planner (Remote).

Key Responsibilities

• Perform financial planning analyses for clients, including retirement, investments, estate, tax, and risk management needs
• Prepare presentations and supporting materials for client meetings and reviews
• Conduct assessments of clients' evolving financial needs and uncover new planning opportunities

Required Qualifications

• 1-3 years of financial services industry experience in a broker/dealer or registered investment advisor environment
• FINRA Series 65 required
• Bachelor's degree in business or finance, or equivalent proven experience
• Certified Financial Planner designation preferred
• Good understanding of finance and investment markets/securities