Financial Planning Specialist
3 weeks ago
We are seeking a detail-oriented and motivated Junior Financial Planner to join our dynamic team at Jobot. As a Junior Financial Planner, you will be responsible for assisting our senior financial advisors in creating and implementing financial plans for individuals, businesses, and organizations.
Key Responsibilities:- Assist in the development of comprehensive financial plans that meet client goals and objectives.
- Prepare or interpret financial document summaries, investment performance reports, and income projections for clients.
- Implement financial planning recommendations or refer clients to someone who can assist them with plan implementation.
- Research and investigate available investment opportunities to recommend to clients, including investment or insurance products or other services.
- Meet with clients to revisit their investment strategies, providing updates and adjustments as needed.
- Provide financial planning support to clients.
- Build and maintain client bases, keeping current client plans up-to-date and recruiting new clients on an ongoing basis.
- Collaborate with the senior financial planner in creating personalized plans.
- Participate in regular financial review meetings with clients.
- Ensure compliance with all industry rules and regulations, and stay updated on industry trends.
- A bachelor's degree in finance, economics, business administration, or a related field.
- A minimum of 1+ years of experience in a financial planning role.
- Proven experience in financial planning, including knowledge of financial planning standards and regulations.
- Strong analytical skills and the ability to interpret complex financial information.
- Excellent communication skills, with the ability to explain complex financial information in a clear and concise manner.
- Strong attention to detail and the ability to work in a fast-paced environment.
- Excellent interpersonal skills, with the ability to build strong relationships with clients.
- Strong knowledge of tax planning, retirement planning, estate planning, and investment management.
- Exceptional customer service skills, with a commitment to maintaining high standards of integrity and professionalism.
- Strong organizational skills, with the ability to manage multiple tasks simultaneously.
- Experience in administration is a must.
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