ociate Financial Planner
ociate Financial Planner
Posted on :
25-09-2024
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Job Description
THIS JOB CAN BE FOUND ON OUR EXCLUSIVE JOB BOARD IT IS NOT A DIRECT ROLE AT AUGMENT JOBS.
Job Title: Associate Financial Planner Job Overview:
As an Associate Financial Planner you will support senior financial advisors in providing comprehensive financial planning services to clients. Your role will involve assisting with financial data analysis preparing financial plans and supporting clients in achieving their longterm financial goals. This is an excellent opportunity to grow your financial planning career while gaining handson experience in a dynamic and supportive environment.
Responsibilities:- Assist in the development and delivery of customized financial plans for clients.
- Conduct financial analysis including cash flow retirement and investment planning.
- Support clients by addressing inquiries providing financial updates and managing financial documents.
- Collaborate with senior financial planners to research financial strategies and investment options.
- Monitor client accounts and help with portfolio management recommendations.
- Maintain compliance with financial regulations and company policies.
- Stay up to date with financial products market trends and economic developments.
- Bachelors degree in Finance Economics Accounting or a related field.
- CFP (Certified Financial Planner) designation or working towards it preferred.
- 12 years of experience in financial planning or related financial services.
- Proficient in financial analysis tools and software (e.g. Excel financial planning software).
- Strong communication and interpersonal skills.
- Ability to work collaboratively with a team and manage multiple tasks.
- High attention to detail and problemsolving skills.
- Salary: $55000 $70000 per year (based on experience and qualifications).
- Performance bonuses.
- Comprehensive benefits package including health insurance 401(k) and paid time off.
- Professional development and continuing education support.
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Employment Type
Full Time
Key Skills
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