Job Summary
A banking and financial services firm is seeking a Remote Associate Financial Planner.
Core Responsibilities Include:
- Gathering of client data from the financial advisor
- Identifying any gaps in the data
- Identifying and outlining the planning opportunities
Qualifications for this position include:
- A general understanding of basic wealth management terms
- Willingness to test and learn new approaches to the creation of financial plans and proposals
- Bachelor's Degree in Finance, Personal Finance, Wealth Management preferred
