Job Details

A company is looking for an Associate Financial Planner (Remote).Key ResponsibilitiesPerform financial planning analyses for clients, including retirement, investments, estate, tax, and risk management needsPrepare presentations and supporting materials for client meetings and reviewsConduct assessments of clients' financial planning needs to uncover new opportunitiesRequired Qualifications1-3 years of experience in the financial services industry, preferably in a broker/dealer or registered investment advisor environmentFINRA Series 65 license requiredBachelor's degree in business or finance, or equivalent experienceCertified Financial Planner designation preferredGood understanding of finance and investment markets/securities