What are the responsibilities and job description for the Planning and Investment Support position at Jobleads-US?
Job Overview
Four Ponds Financial Planning, LLC is seeking a skilled and detail-oriented Planning and Investment Support professional to join our team. The successful candidate will assist in the preparation of financial plans, support client onboarding, and maintain accurate records.
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.
