What are the responsibilities and job description for the Financial Planning Expert position at Elevation Wealth Planning?
About Us
Elevation Wealth Planning is a dynamic and growing firm dedicated to providing comprehensive financial planning and wealth management services to our clients. We are committed to helping individuals and families achieve their financial goals through innovative planning strategies.
Job Description:
We are seeking a highly 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 Comprehensive Financial Plans
- Analyzing Financial Statements
- Creating Insurance Illustrations
- Solving Complex Financial Problems
Requirements:
- Education: Bachelor's degree in Finance, Economics, Business, or a related field.
- Technical Skills: Highly tech-savvy with strong proficiency 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 and credentials.
- Opportunities for Growth: Opportunities for professional growth and development within the company.
- Collaborative Environment: Collaborative and supportive work environment.
- Benefits Package: Health/Dental/Vision/Retirement benefits package.
Salary : $45,000 - $60,000
