Telecommute Associate Financial Planner in New York City

Location: New York

Compensation: Salary

Staff Reviewed: Fri, Apr 02, 2021

This job expires in: 14 days

Job Category: Financial

Remote Level: 100% Remote

Weekly Hours: Full Time

Employer Type: Employer

Career Level: Experienced

Job Summary

An investment advisory company is in need of a Telecommute Associate Financial Planner.

Core Responsibilities of this position include:

  • Support Financial Planners through analysis of client data and preparation of financial plans
  • Attend client meetings, take notes and follow-up on meeting action items
  • Enter client data in Wealthbox CRM and other financial planning tools

Skills and Requirements Include:

  • Fondness for financial planning software and excel spreadsheets
  • Excellent written and verbal communication skills
  • Able to support Financial Planners
  • Able to respond directly to client inquiries received via email and/or phone

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