Associate Financial Planner - State Licensed

This job has been removed
Location: Remote
Compensation: Salary
Staff Reviewed: Tue, Apr 02, 2024
This job expires in: 9 days

Job Summary

A company is looking for an Associate Financial Planner (Paraplanner) for a remote full-time position.

Key Responsibilities:
  • Conduct financial analysis of clients' circumstances to assist in creating comprehensive financial plans
  • Assist in preparing for client meetings and communicate with clients to gather necessary information
  • Collaborate with advisors to develop and implement financial plans aligned with clients' goals

Required Qualifications:
  • Bachelor's degree in Finance, Business, or a related field
  • Relevant industry certifications preferred
  • 5 or more years of relevant financial services industry experience
  • Proficiency in financial planning software and Microsoft Office suite
  • Knowledge of financial products, investment strategies, and regulatory requirements

COMPLETE JOB DESCRIPTION

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