Financial Planning Associate

FINANCIAL PLANNING ASSOCIATE

The Financial Planning Associate collaborates with financial representatives to deliver financial security to clients through a comprehensive planning process and execution of operations that integrates risk and investment products.

Roles and Responsibilities

· Complete, submit, and track new account investment paperwork.

· Interpret and input client information into financial planning software.

· Assist with service-related tasks for client investment accounts.

· Create Investment Policy Statements for investment advisory accounts.

· Tackle any other service and operational tasks assigned by Financial Advisors

Education Requirements and Qualifications

· Bachelor’s degree in business, finance and/or equivalent work experience

· SIE, Series 7 and 63

Ideal candidate would have:

· 1-3 years of industry experience preferred.

· Life, Accident & Health insurance license

· Willingness to obtain CFP.

Competencies

· Strong organizational and time management skills with the ability to set priorities and meet deadlines.

· Ability to embrace and adapt to changes in a dynamic environment.

· Strong attention to detail, with accuracy and reliability

· Ability to thrive in a fast-paced environment.

· Strong customer service and relationship building skills.

· Ability to apply critical thinking skills for problem solving and analysis.

· Excellent written and verbal communication skills

· Ability to work well within a team and individually.

· Committed to professional development (e.g., licensing, registration, designations) and on-going training.

Job Type: Full-time

Pay: $50,000.00 - $80,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Retirement plan
• Vision insurance

Compensation Package:

• Bonus opportunities

Schedule:

• 8 hour shift
• Monday to Friday

Work Location: In person

Salary : $50,000 - $80,000