Job Details

A company is looking for an Associate Financial Planner.Key ResponsibilitiesPerform financial planning analyses for clients covering various financial needsPrepare presentations and supporting materials for client meetings and reviewsConduct assessments of clients' financial planning needs and maintain client relationshipsRequired Qualifications1-3 years of experience in the financial services industry, preferably in a broker/dealer or registered investment advisor environmentFINRA Series 65 requiredBachelor's degree in business or finance, or equivalent experienceCertified Financial Planner designation preferredGood understanding of finance and investment markets/securities