Financial Planning Associate

4 weeks ago


Troy, Michigan, United States MKD Wealth Full time
Financial Planning Associate

At MKD Wealth, we are seeking a highly skilled Financial Planning Associate to join our team. As a key member of our wealth management team, you will provide exceptional service support to our advisors and clients.

Key Responsibilities:

  • Prepare comprehensive retirement plans utilizing industry-leading software
  • Perform complex calculations in Microsoft Excel to analyze client data
  • Maintain accurate account records and ensure seamless client experience
  • Develop engaging client meeting slides and supporting materials
  • Assist with miscellaneous client projects and provide expert guidance on investments
  • Provide exceptional customer service via phone and email, ensuring a friendly and confident demeanor

Requirements:

  • Bachelor's Degree in a relevant field
  • Proficiency in Microsoft Excel and PowerPoint
  • Strong understanding of investments and financial markets
  • Excellent attention to detail and organizational skills
  • Experience with industry software, including eMoney, Black Diamond, and Redtail (preferred)

We are committed to providing a dynamic and supportive work environment that fosters growth and development. If you are a motivated and detail-oriented individual with a passion for financial planning, we encourage you to apply.



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