What are the responsibilities and job description for the Financial Planning Associate position at Mintex Technology?
Job Description
Job Description
Job Title : Financial Planning Associate
Location : Knoxville, TN (Onsite)
Type : Full-time (Permanent )
Key responsibilities :
Providing support for financial planning engagements by :
Gathering and organizing data and client communication
Developing financial plan analyses and scenarios
Preparing presentations for client meetings, organizing notes and action items
Organize projects by managing action items for the team, with a focus on moving client engagements forward
Assist with projects and research as needed
Qualifications :
Prior experience in the financial services industry with exposure to financial planning
Proficiency in Microsoft Office, various financial planning tools, CRM and portfolio and document management software
Bachelor's degree in business, accounting, finance, economics or related experience
Pursuit of financial designation is preferred
