What are the responsibilities and job description for the Associate Financial Advisor position at Holistic Planning?
Company Description
Holistic Planning is a Fee-Only Registered Investment Advisor (RIA) devoted to offering comprehensive financial advice beyond just investment guidance. We specialize in understanding how every aspect of a client's financial life is interrelated and the impact of each financial decision. Our goal is to deliver a level of holistic planning that is rare in the industry, ensuring that clients receive the advocacy and support they deserve for peace of mind.
Role Description
This is a full-time, on-site role for an Associate Financial Advisor, located in Nacogdoches, TX. The Associate Financial Advisor will be responsible for assisting clients with financial planning, retirement planning, and investment management. The individual will also provide financial advisory services and support clients in achieving their financial goals.
Qualifications
- Proficiency in Financial Planning and Finance
- Experience with Retirement Planning
- Knowledge of Investments and Financial Advisory services
- Excellent analytical and problem-solving skills
- Strong communication and interpersonal skills
- Bachelor's degree in Finance, Accounting, Economics, or related field
- Certified Financial Planner (CFP) designation is a plus
- Ability to work independently and collaboratively within a team