What are the responsibilities and job description for the Financial Services Associate position at Jobleads-US?
About the Job
We are looking for a skilled and motivated Financial Services Associate to join our team at Four Ponds Financial Planning, LLC. The successful candidate will be responsible for assisting in the preparation of financial plans, supporting client onboarding, and maintaining client databases.
A bachelor's degree is required, and while financial services experience is helpful, it is not essential. We welcome applications from non-traditional backgrounds and encourage both career changers and recent college graduates to apply.
We offer a competitive starting salary range, flexible scheduling, and a comprehensive benefits package including a 401(k) retirement savings plan with a 4% matching contribution.
If you are a motivated and detail-oriented individual with a passion for financial planning, please submit your application.
