What are the responsibilities and job description for the Wealth Management Associate position at Elevation Wealth Planning?
About Us
We are Elevation Wealth Planning, a leading provider of personalized financial planning and wealth management services. Our team is dedicated to helping individuals and families achieve their financial goals through customized planning strategies.
Job Summary:
We are seeking a skilled Financial Planning Associate to join our team. The ideal candidate will have a strong background in finance, excellent analytical skills, and the ability to use technology to streamline financial planning processes.
Responsibilities:
- Developing Financial Plans
- Analyzing Financial Data
- Creating Insurance Reports
- Resolving Complex Financial Issues
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 work.
- Analytical Skills: Strong ability to analyze financial data and provide insights.
- Communication: Excellent verbal and written communication skills.
Benefits:
- Salary Range: $45,000 - $60,000 based on experience.
- Professional Growth: Opportunities for 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
