Associate Financial Planner

4 weeks ago


Austin, United States augmentjobs Full time
Job DescriptionJob DescriptionJob Title: Associate Financial Planner Job Summary:

As an Associate Financial Planner, you will support senior financial planners in providing comprehensive financial planning services to clients. Your role includes assisting in the development of personalized financial strategies, conducting research, and ensuring clients receive high-quality financial advice.

Responsibilities:
  • Assist in the preparation of financial plans and investment strategies.
  • Conduct financial analyses, including cash flow, retirement planning, and risk management.
  • Research and stay updated on financial products, market trends, and regulatory changes.
  • Support in client meetings, note-taking, and follow-up actions.
  • Maintain accurate records of client interactions and financial plans.
  • Assist with portfolio management tasks, including asset allocation and rebalancing.
  • Prepare financial reports and presentations for clients.
Qualifications:
  • Bachelor's degree in Finance, Economics, or related field.
  • CFP certification or working towards certification is a plus.
  • 1-2 years of experience in financial planning or related field.
  • Proficient in financial planning software and tools.
  • Strong analytical skills and attention to detail.
  • Excellent communication and interpersonal skills.
  • Ability to work collaboratively in a team environment.


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