Associate Financial Planner - State Licensed

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