Financial Planning Associate

2 weeks ago


Miami, United States Equitable Advisors Full time

Position Overview

We are looking for a motivated entry-level financial planning professional to join our team at Equitable Advisors. This role is ideal for individuals eager to build a career in financial services. The successful candidate will thrive in a collaborative environment, contributing to various aspects of our operations while gaining invaluable experience in client service and financial planning.

Key Responsibilities:

  • Collaborate with advisors to deliver comprehensive financial planning and investment advisory services.
  • Prepare detailed financial analyses and develop tailored financial plans for clients.
  • Assist in the management, rebalancing, and oversight of client investment portfolios.
  • Conduct thorough investment research and provide insightful reporting and analysis.
  • Support the team in addressing client service inquiries and needs.
  • Contribute to the design and implementation of processes aimed at enhancing operational efficiency and client satisfaction.

Qualifications:

  • Relevant experience in the financial sector is required.
  • CFP designation is preferred or in progress.
  • Bachelor's degree in Financial Planning, Finance, Accounting, or Economics is preferred.
  • Strong analytical and problem-solving abilities.
  • Exceptional written and verbal communication skills.
  • Self-motivated and capable of working both independently and as part of a team.
  • Detail-oriented with a strong ability to identify and fulfill client needs.
  • Excellent project management skills with the ability to prioritize tasks effectively.
  • Familiarity with Morningstar Advisor Workstation and Morningstar Direct is advantageous.
  • Knowledge of CRM systems, eMoney, Asset-Map, and Salesforce is beneficial.
  • Competitive salary and benefits package.
  • Reimbursement for approved professional development expenses.


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