What are the responsibilities and job description for the Financial Planning Specialist position at Fruition Financial?
Job Requirements
- Bachelor's degree in Finance, Business, Economics, or a related field.
- CFP certification (or working toward it) is highly preferred.
- Series 66 Certification.
- 5-7 years of experience in financial planning, wealth management, or a related role.
- Strong knowledge of cash flow management, investment strategies, and financial planning principles.
- Excellent communication and interpersonal skills, with a passion for client service.
- Proficient in financial planning software and Google Suite.
- Detail-oriented, organized, and committed to continuous learning and professional growth.
