Financial Planning Assistant

7 days ago


Salt Lake, Utah, United States Deseret Mutual Benefit Administrators Full time
Job Opportunity

Deseret Mutual Benefit Administrators is seeking a highly motivated and detail-oriented individual to assist our Certified Financial Planners in the planning process.

Key Responsibilities:

  • Process client data and input into financial planning software.
  • Communicate with clients to provide service, clarify data, and schedule appointments.
  • Interpret financial analyses and develop strategies and recommendations.
  • Participate in staff and training meetings as a valued team member.

Requirements:

  • Currently enrolled in an undergraduate financial planning degree program or related field.
  • Juniors and seniors preferred.
  • Passionate about financial planning with a desire to help others.
  • Excellent written and oral communication skills.
  • Ability to work in a team environment and meet deadlines.

What We Offer:

  • Opportunity to observe client meetings and meet with certified financial planners for mentoring and career counseling.
  • Flexible schedule to accommodate school commitments.

About Us:

Deseret Mutual Benefit Administrators is a non-profit organization that administers benefits for companies affiliated with The Church of Jesus Christ of Latter-day Saints.

Job Posted by ApplicantPro



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