What are the responsibilities and job description for the Financial Planning Associate position at Elevation Wealth Planning?
Elevation Wealth Planning
Location : 5929 Fashion Point Dr. S. Ogden, UT 84403
Position : Financial Planning Associate
Salary Range : $45,000 - $60,000 (Based on experience and credentials or licensing)
About Us
Elevation Wealth Planning is a dynamic and growing firm dedicated to providing personalized financial planning and wealth management services to our clients. We are committed to helping individuals and families achieve their financial goals through comprehensive and innovative planning strategies.
Job Description
We are seeking a motivated and detail-oriented 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 Financial Plans : Develop comprehensive financial plans tailored to the unique needs and goals of our clients.
- Analyzing Financial Statements : Evaluate clients' financial documents to assess their current financial situation and identify areas for improvement.
- Building Insurance Illustrations : Create and analyze insurance illustrations to support clients in making informed decisions about their insurance needs.
- Problem Solving Financial Goals : Work closely with clients to understand their financial objectives and devise strategies to achieve them.
Skills and Qualifications :
Benefits :
How to Apply
Interested candidates are invited to submit their resume and cover letter detailing their qualifications and experience to jessica.apel@nm.com . Please include "Financial Planning Associate Application" in the subject line of your email.
Elevation Wealth Planning is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Join us at Elevation Wealth Planning and take the next step in your financial planning career. We look forward to hearing from you!
Salary : $45,000 - $60,000