What are the responsibilities and job description for the Associate Financial Planner position at Augment Jobs?
Job Title: Associate Financial Planner
Job Overview
As an Associate Financial Planner, you will collaborate with senior financial planners to deliver personalized financial planning services to our clients. This role is ideal for someone passionate about finance, client-focused, and eager to develop their career in financial planning.
Responsibilities
Job Overview
As an Associate Financial Planner, you will collaborate with senior financial planners to deliver personalized financial planning services to our clients. This role is ideal for someone passionate about finance, client-focused, and eager to develop their career in financial planning.
Responsibilities
- Assist in the creation and execution of comprehensive financial plans tailored to individual client needs.
- Conduct financial analysis, including budgeting, retirement planning, and investment strategies.
- Support the preparation of financial reports and presentations for client meetings.
- Collaborate with senior planners to provide ongoing financial guidance and adjust plans as needed.
- Stay up-to-date with industry trends, regulations, and financial products.
- Maintain accurate and organized client records and documentation.
- Bachelor's degree in Finance, Economics, or a related field.
- CFP® certification (or progress towards obtaining it) is preferred.
- Strong analytical and problem-solving skills.
- Excellent communication and interpersonal abilities.
- Proficiency in financial planning software and Microsoft Office Suite.
- High level of integrity and commitment to client confidentiality.
