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Financial Planning Associate

2 months ago

Austin, Texas, United States augmentjobs Full time
Job OverviewPosition: Junior Wealth Management Advisor

As a Junior Wealth Management Advisor, you will work closely with experienced wealth managers to provide tailored financial solutions to affluent clients. Your responsibilities will include assisting in client relationship development, conducting portfolio assessments, and engaging in comprehensive financial planning to support clients in reaching their financial aspirations.

Key Responsibilities:
  • Contribute to the creation and execution of personalized wealth management plans for clients.
  • Perform in-depth financial evaluations, focusing on cash flow management, estate planning, and retirement strategies.
  • Assist senior wealth managers in overseeing client investment portfolios, emphasizing asset distribution and risk evaluation.
  • Compile detailed financial statements, investment recommendations, and performance analyses.
  • Engage in client consultations, providing assistance and ensuring a high level of client satisfaction.
  • Investigate and suggest financial products and investment options that align with client objectives.
  • Track and analyze market dynamics, economic trends, and regulatory developments that may affect clients.
  • Ensure the accuracy and compliance of client records by maintaining and updating documentation as necessary.
Qualifications:
  • Bachelor's degree in Finance, Economics, Business Administration, or a related discipline.
  • 2-3 years of experience in wealth management, financial advisory, or similar fields.
  • Progress towards or attainment of CFP, CFA, or equivalent professional credentials is advantageous.
  • Strong analytical capabilities with a solid grasp of financial instruments and market behavior.
  • Exceptional communication and interpersonal abilities, with a focus on fostering client relationships.
  • Proficiency in financial planning and investment management software.
  • Meticulous attention to detail and strong organizational skills.
  • Able to thrive in a collaborative environment while managing multiple priorities.