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
