Financial Planning Assistant
7 days ago
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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