What are the responsibilities and job description for the Financial Planning Assistant Manager position at Johnson Brunetti?
Join us at Johnson Brunetti as a Financial Planning Assistant Manager, and take your career to the next level. In this pivotal role, you will provide critical support to our Financial Advisors, ensuring they have everything they need to succeed.
You will be responsible for:
- Preparing client review summaries, highlighting key financial insights and recommendations
- Coordinating client transfers, ensuring a seamless experience
- Reviewing applications prior to submission, guaranteeing accuracy and compliance
- Assisting in the development of business plans, contributing to our growth and success
If you are a skilled professional with a passion for financial planning, we encourage you to apply for this exciting opportunity.
