Financial Planning Specialist

3 weeks ago


Laguna Niguel, California, United States Jobot Full time
Financial Planning Role

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.
Requirements:
  • 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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