
Financial Planning Assistant
2 days ago
As an Assistant Financial Planner, you will be part of our financial planning team, assisting clients in achieving their financial goals. You will work under the guidance of senior financial planners and contribute to the creation of comprehensive financial plans.
Responsibilities
Assisting in gathering client financial information and conducting financial analysis.
Preparing financial plans and investment recommendations.
Participating in client meetings to present financial plans.
- Monitoring and reporting on the progress of financial plans.
Qualifications
Bachelor's degree in finance, economics, or a related field.
Professional certifications such as CFP (Certified Financial Planner), CFA, CWM preferred.
Strong analytical and numerical skills.
Excellent communication and presentation skills.
Basic knowledge of financial planning principles and products
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