Associate Financial Planner - Series 65

Job Summary

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

Key Responsibilities

• Perform financial planning analyses for clients, covering various financial needs
• Prepare presentations and supporting materials for client meetings
• Conduct assessments of clients' financial planning needs and provide relevant reports

Required Qualifications

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