What are the responsibilities and job description for the Personalized Financial Strategy Associate position at Elevation Wealth Planning?
Personalized Financial Strategy Associate Job Description
We are seeking a motivated Financial Planning Associate to join our team.
The successful candidate will have a strong background in finance, excellent analytical skills, and the ability to leverage technology to enhance financial planning processes.
Key Responsibilities:
- Customized Financial Planning: Develop comprehensive financial plans tailored to clients' unique needs and goals.
- Financial Analysis: Evaluate clients' financial documents to assess their current situation and identify areas for improvement.
- Insurance Planning: Develop and analyze insurance illustrations to support clients in making informed decisions about their insurance needs.
- Financial Problem-Solving: Work closely with clients to understand their financial objectives and devise strategies to achieve them.
Requirements:
- Education: Bachelor's degree in Finance, Economics, Business, or a related field.
- Technical Skills: 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.
