Financial Planning Associate
2 days ago
LHH Recruitment Solutions is seeking a skilled Paraplanner to support our wealth management team in downtown Columbus.
This direct hire role is pivotal in providing thorough account analysis and preparing financial reports to support our advisors.
The ideal candidate will have a keen eye for detail, a passion for finance, and the ability to work collaboratively in a dynamic environment.
Key Responsibilities:- Provide comprehensive account analysis to support the wealth management team.
- Assist in the development of financial plans and reports for clients.
- Collaborate with senior financial planners to understand client needs and objectives.
- Conduct research on financial products and strategies.
- Prepare and maintain client documentation and records.
- Bachelor's degree in Finance, Economics, or a related field.
- 5 years of wealth management experience.
- Strong analytical and problem-solving skills.
- Excellent communication and interpersonal abilities.
- Detail-oriented with a commitment to accuracy and precision.
$75,000.00 to $80,000.00 per year
LHH Recruitment Solutions is an Equal Opportunity Employer/Veterans/Disabled. To read our Candidate Privacy Information Statement, please navigate to our website.
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