What are the responsibilities and job description for the Financial Planning Associate position at OneDigital Investment Advisors LLC?
Our Newest Opportunity :
This role provides hands-on support to financial advisors by gathering client information, creating financial plans, and delivering presentations using financial planning software. You'll become an expert on OneDigital's financial planning process and platform, ensuring a smooth client experience.
Essential Duties and Responsibilities (includes but is not limited to) :
- Gain in-depth knowledge of OneDigital's financial planning software (MoneyGuidePro)and associated technology. Assist in exploring and implementing new workflows to enhance efficiency within the financial planning process.
- Assist with gathering client data, analyzing financial situations, and crafting financial plans aligned with client goals and risk tolerance.
- Translate complex financial information into clear, concise, and visually appealing presentations for client meetings.
- Partner with the team to identify opportunities for automation, standardization, and improved data management within the financial planning process.
- Work closely with financial advisors to understand their needs and provide ongoing support. Maintain open communication to ensure a seamless client experience.
- Actively research and learn about the latest trends and best practices in financial planning and associated technology.
Qualifications, Skills and Requirements :
Education, Training and Experience :
Other :
This job description should not be construed to imply that these requirements are the exclusive standards of the position. Incumbents will follow any other instructions and perform any related duties as required. Reasonable accommodation will be provided for qualified individuals with disabilities. The employer has the right to revise this job description at any time. The job description is not to be construed as a contract for employment.
