Associate Financial Planner
Associate Financial Planner
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1-3years
Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
Requirements
- Comfortable Communicating with High NetWorth Clients
- Works Well in a Collaborative Team Environment
- Desires to Manage Client Relationships
- DetailOriented
- Shows Initiative to Grow as a Professional
Responsibilities
- Prepare and Analyze materials for Client Meetings
- Attend Document and Participate in Client Meetings
- Executive seamlessly on Client FollowUp from Meetings
- Participate in Onboarding Process for New Clients
- Confident in delivering financial planning advice
- Provide Assistance and Support to other Planners
- Handle Client Calls and Service Items
- Interaction with Custodians
- Communicate with existing professional services providers
Experience and Education
- 3 5 years of Experience in the Industry and working towards their CFP
- Strong Organization skills and proficiency with MSOffice 365 (Excel Word Outlook PowerPoint)
- Bachelor s degree in Finance Accounting or related Business degree
Benefits
* knowledge of securities business * Excellent at Prioritizing, Planning and Organizing * Strong personal characteristics of initiative, integrity, and creativity * Effective communication skills with high emotional intelligence * Highly Detailed * Task Oriented * Strong Follow Up Skills * Professional Appearance and Personality * Works well in a Collaborative Team Environment
Employment Type
Full Time
