Associate Financial Planning
Posted on :
01-06-2022
Employer Active
1 Vacancy
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Job Description
- Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
- Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management
- Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
- Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
- Embrace the role of a structured yet coachable team player open to continued education and training from other team members
Employment Type
Full Time
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