What are the responsibilities and job description for the Financial Planning Associate position at OneDigital?
Company Description
OneDigital is a comprehensive insurance, financial services, and HR platform based in Atlanta, with offices across the nation. Our team advocates for health, success, and financial security for businesses and individuals through personalized, tech-enabled solutions. Nationally recognized for our culture of caring, we enable employers and individuals to thrive in work and life.
Role Description
This is a full-time hybrid role for a Financial Planning Associate at OneDigital located in Sandy, UT, with some work from home flexibility. The Financial Planning Associate will be responsible for financial planning, retirement planning, communication, and estate planning tasks on a day-to-day basis.
Qualifications
- Financial Planning and Retirement Planning skills
- Analytical Skills
- Communication skills
- Estate Planning knowledge
- Strong attention to detail and accuracy
- Experience in financial services industry
- Certifications such as CFP or equivalent are a plus
Here is the link to apply: https://onedigital.wd5.myworkdayjobs.com/OneDigital/job/RIA-Sandy-UT/Financial-Planning-Associate---Hybrid--Sandy--UT-_R6916
