What are the responsibilities and job description for the Comprehensive Financial Planning Mentorship position at Pence Financial Group?
Skill Requirements
- Ability to learn our systems and processes for efficient client service.
- Prepare and process back office paperwork as needed.
- Prepare financial analysis/plans for prospects and clients.
- Commit to a collaborative approach, consistently acting with integrity and professionalism.
- Expand and deepen your knowledge base and practices in the financial field.
- Attend firm client events.
- Input and complete tasks in our company-provided CRM (SalesForce).
- Understand and explain account and investment details, including performance, to clients.
