What are the responsibilities and job description for the Financial Planning Specialist position at Interlock Financial?
**About Interlock Financial**
We are an independent, relationship-focused financial planning firm providing comprehensive wealth management and retirement income planning for a diverse client base.
The **Associate Financial Advisor** will be responsible for individual clients' financial planning, retirement planning, investment management, and financial advisory services. Supporting the Senior Financial Advisors with analysis, client service and technical assistance
**Key Responsibilities:**
- Meeting independently with clients to discuss their plan and investments
- Attending client meetings and taking extensive notes with the Senior Financial Advisors
- Entering information into financial planning software and preparing draft plans
- Analyzing asset allocation and generating rebalancing trades
- Researching investment managers and investment services and their pricing
- Interfacing with the broker-dealer or custodian to obtain information, account data and convey service requests
- Assisting in generating performance reports
**Requirements:**
- Minimum of 5 years experience in the financial services industry
- Bachelor's degree in Finance, Economics, Business, or a related field
- Financial Planning and Retirement Planning skills
- Finance and Investment knowledge
- Experience in providing Financial Advisory services
