What are the responsibilities and job description for the Financial Planning Associate position at Alternative HR LLC?
Job Summary:
Langan Financial Group, LLC is recruiting a Financial Planning Associate on site for 40 hours a week to support our growing business. This position requires a motivated individual who is proactive, detail oriented, and has great customer service. Taking initiative and being highly focused on delivering excellent service to clients is necessary in a fast-paced, high-growth environment. Excellent communication skills are imperative.Duties/Responsibilities:
- Prepare client reviews
- Meet with clients to take notes and conduct follow up activities
- Conduct financial trades
- Create financial reports utilizing our financial tools
- Financial analysis including:
- Capital gains
- Roth conversions
- Retirement planning
- Coordinate meetings with wholesale vendors
- Create content articles for blogs and newsletter
Core Competencies:
- Strong interpersonal skills.
- Proactive and forward thinking.
- Commitment to customer excellence.
- Detailed oriented and highly organized.
- Excellent verbal and written communication skills.
Physical Requirements:
- Prolonged periods sitting at a desk and working on a computer.
- Knowledge of Cambridge Investment Services
- Knowledge on:
- Morningstar
- AssetMaps
- RightCapital
- Licensed Series 7 and 66
Compensation:
- 401(k) match.
- 3 weeks’ vacation.
- Life & disability insurance.
- Salary range $50,000 - $65,000.
Salary : $50,000 - $65,000
