Financial Planner
Financial Planner
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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: Financial Planner
Industry: Finance
Salary Range: $85000 $120000
Experience Level: 3 to 5 years
Company Name: Augmentjobs
Job Description:
The Financial Planner will be responsible for developing and implementing personalized financial plans for clients helping them achieve their financial goals. The role requires analyzing clients financial situations providing investment advice and recommending appropriate financial products and services. The Financial Planner will also conduct regular reviews of clients portfolios to ensure alignment with their objectives as well as stay updated on market trends and regulatory changes that may affect clients financial strategies.
Education Requirements:
Bachelors degree in Finance Accounting Business Administration or a related field. A masters degree or certification (such as CFP or CFA) is preferred.
Experience Requirements:
3 to 5 years of experience in financial planning investment advising or a related field. Proven track record of managing client portfolios and developing effective financial strategies.
Skills:
Strong analytical skills Excellent communication skills Knowledge of financial products Client relationship management Proficiency in financial software Attention to detail Problemsolving abilities Time management skills.
Interested candidates are invited to submit their resume and a cover letter detailing their qualifications and experience through the Augmentjobs website.
Employment Type
Full Time
