What are the responsibilities and job description for the Financial Planning Expert position at Interlock Financial?
Job Summary:
We are seeking a highly skilled Associate Financial Adviser to join our team at Interlock Financial. This role involves providing comprehensive wealth management and retirement income planning for individual clients.
As an Associate Financial Adviser, you will be responsible for financial planning, retirement planning, investment management, and financial advisory services. You will also support Senior Financial Advisors with analysis, client service, and technical assistance. Key responsibilities include meeting with clients to discuss their plans and investments, attending client meetings, taking notes, and preparing draft plans.
Requirements:
We are seeking a highly skilled Associate Financial Adviser to join our team at Interlock Financial. This role involves providing comprehensive wealth management and retirement income planning for individual clients.
As an Associate Financial Adviser, you will be responsible for financial planning, retirement planning, investment management, and financial advisory services. You will also support Senior Financial Advisors with analysis, client service, and technical assistance. Key responsibilities include meeting with clients to discuss their plans and investments, attending client meetings, taking notes, and preparing draft plans.
Requirements:
- Minimum 5 years of experience in the financial services industry
- Bachelor's degree in Finance, Economics, Business, or a related field
- Strong financial planning and retirement planning skills
- Excellent finance and investment knowledge
- Experience in providing financial advisory services
