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Associate Financial Planner
Skills
Certified Financial PlannerEstate PlanningFinancial PlanningInvestmentsParaplanningPersonal Financial Planning
What the job involves
The main requirements, responsibilities and hiring steps.
Requirements
- Great listening skills
- Interest in financial services industry
- Passion for developing client relationships
- Interest in financial data and estate planning
- Business administration knowledge
- Understanding of mutual funds
Nice to have
- Great communication skills
- Eye for detail
Day to day
- Develop effective, analytics-based strategies
- Engage in financial data analysis, estate planning, business administration, and mutual fund management
- Build and maintain long-term client relationships