What are the responsibilities and job description for the Elevated Financial Services Professional position at Elevation Wealth Planning?
About Elevation Wealth Planning
We are a dynamic and growing firm dedicated to providing personalized financial planning and wealth management services. Our team is passionate about helping individuals and families achieve their financial goals through innovative planning strategies.
Job Description:
We are seeking a highly skilled Financial Planning Associate to join our team. The ideal candidate will have a strong background in finance, exceptional analytical skills, and the ability to leverage technology to enhance financial planning processes.
Key Responsibilities:
- Building Customized Financial Plans
- Analyzing Financial Statements
- Creating Insurance Illustrations
- Solving Complex Financial Challenges
Requirements:
- Education: Bachelor's degree in Finance, Economics, Business, or a related field.
- Technical Skills: Highly proficient in Microsoft Excel and financial planning software.
- Attention to Detail: Exceptional attention to detail with the ability to produce accurate and precise work.
- Analytical Skills: Strong capability to analyze financial data and provide actionable insights.
- Communication: Excellent verbal and written communication skills to effectively interact with clients and team members.
Benefits:
- Competitive Salary Range: $45,000 - $60,000 based on experience.
- Opportunities for Growth: Opportunities for professional growth and development within the company.
- Collaborative Environment: Collaborative and supportive work environment.
- Benefits Package: Comprehensive benefits package including health/dental/vision/retirement.
Salary : $45,000 - $60,000
