Financial Planning Associate
Financial Planning Associate
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
- Gathering and organizing data and client communication
- Developing financial plan analyses and scenarios
- Preparing presentations for client meetings organizing notes and action items
- Organize projects by managing action items for the team with a focus on moving client engagements forward
- Assist with projects and research as needed
- Prior experience in the financial services industry with exposure to financial planning
- Proficiency in Microsoft Office various financial planning tools CRM and portfolio and document management software
- Bachelors degree in business accounting finance economics or related experience
- Pursuit of financial designation is preferred
Employment Type
Full Time
