Associate Financial Planner
1 month ago
$50,000+ at plan yearly
**Responsibilities**:
- Serve as a collaborative team player willing to further development through continued training opportunities
- Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives
- Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
- Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
- Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs
**Qualifications**:
- Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred
- Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients
- Valid FINRA Series 7 & 63/66 preferred but not required
- Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
- A required Bachelor’s degree in business administration, finance, or similarly related field
**About Company**
A forward-thinking comprehensive planning firm, establishing a presence in the Austin area with a client-first approach to financial planning.
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