Financial Planning Associate

3 days ago


Alexander City, Alabama, United States augmentjobs Full time

Job Title: Associate Financial Planner

Job Overview

We are seeking a highly skilled Associate Financial Planner to join our dynamic team at Augment Jobs. The ideal candidate will assist senior financial planners in developing customized financial plans, providing strategic investment advice, and managing client portfolios. This role is ideal for someone looking to grow within the financial services industry with opportunities for professional development and career advancement.

Key Responsibilities

  • Assist senior planners in preparing comprehensive financial plans tailored to clients' goals and needs.
  • Analyze clients' financial information, including investments, insurance, and retirement plans.
  • Provide support in monitoring and adjusting client portfolios to ensure optimal performance.
  • Help with client communication, ensuring all client queries are answered promptly and professionally.
  • Conduct market research to support financial recommendations and stay up-to-date with industry trends.
  • Collaborate with the team to improve financial strategies and processes, ensuring compliance with regulatory standards.

Qualifications

  • Bachelor's degree in Finance, Economics, or a related field.
  • CFP certification (or progress toward certification) preferred.
  • Strong analytical and problem-solving skills, with attention to detail and organizational abilities.
  • Excellent communication and interpersonal skills, with the ability to work collaboratively in a team-oriented environment.
  • Proficiency in financial planning software and Microsoft Office Suite.

Compensation

  • Salary annually, depending on experience and qualifications.
  • Performance-based bonuses.
  • Benefits package, including health insurance, retirement plan, and professional development support.


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