What are the responsibilities and job description for the Associate Financial Consultant position at Interlock Financial?
Job Description:
As an Associate Financial Adviser at Interlock Financial, you will play a critical role in helping our clients achieve their financial goals. Your responsibilities will include financial planning, retirement planning, investment management, and financial advisory services. You will work closely with Senior Financial Advisors to analyze client needs, develop personalized plans, and implement effective solutions.
Key aspects of this role include:
* Meeting with clients to discuss their plans and investments
* Attending client meetings and taking notes
* Preparing draft plans and presenting them to clients
* Analyzing asset allocation and generating rebalancing trades
* Researching investment managers and investment services
What We Offer:
As an Associate Financial Adviser at Interlock Financial, you will play a critical role in helping our clients achieve their financial goals. Your responsibilities will include financial planning, retirement planning, investment management, and financial advisory services. You will work closely with Senior Financial Advisors to analyze client needs, develop personalized plans, and implement effective solutions.
Key aspects of this role include:
* Meeting with clients to discuss their plans and investments
* Attending client meetings and taking notes
* Preparing draft plans and presenting them to clients
* Analyzing asset allocation and generating rebalancing trades
* Researching investment managers and investment services
What We Offer:
- Competitive compensation package
- Ongoing training and professional development opportunities
- Collaborative and dynamic work environment
- Opportunities for career growth and advancement
