Financial Planning Specialist
1 day ago
At 1 Finance, we are seeking a skilled Financial Planning Specialist to join our team. As a key member of our team, you will be responsible for creating and implementing personalized financial plans for our clients.
Responsibilities:- Client Profiling: Understand the client's financial goals, risk tolerance, and current financial situation to develop tailored financial plans.
- Financial Plan Development: Create comprehensive financial plans that address the client's needs, including investment strategies, tax planning, and retirement planning.
- Plan Implementation and Monitoring: Work with clients to implement their financial plans, monitor progress, and make adjustments as needed.
- Compliance and Quality Assurance: Ensure all financial plans meet regulatory requirements and adhere to our company's quality standards.
- Bachelor's degree in finance, economics, or a related field.
- Minimum 2 years of experience in financial planning or a related field.
- Strong analytical and problem-solving skills.
- Excellent communication and interpersonal skills.
- Familiarity with Agile practices and collaboration tools.
We offer a competitive salary range of $65,000 - $85,000 per year, based on experience, depending on location. Additionally, we provide a comprehensive benefits package, including health insurance, retirement plan matching, and paid time off.
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