What are the responsibilities and job description for the Financial Planning Support Specialist position at Elite Income Advisors?
About Elite Income Advisors
We are a fast-growing financial planning firm in the United States. Our mission is to provide exceptional service to our clients by helping them achieve their financial goals.
Our team is passionate about delivering personalized investment portfolios that reflect each client's risk tolerance, time horizon, and objectives. We believe in a holistic approach to financial planning, fostering long-term relationships built on trust.
This role is ideal for an individual with 1-3 years of experience in the financial planning industry or equivalent education. The successful candidate will possess strong communication skills, be tech-savvy, and have proficiency in Microsoft Office/Excel.
