Associate Financial Planner

• Prepare client meeting materials and reports

• Manage follow-ups: update CRM, assign tasks, coordinate with professionals

• Monitor mailbox; ensure timely client updates

• Input data, assist in financial strategy development

• Research investments per Lead Advisor guidance

• Salary: $65K/yr - $75K/yr

• B.A./B.S. preferred; FINRA Series 7& 66 

Overview

• Industry - HR Staffing & Recruitment Firms / Employment Agency / Background - Reference Check Firms
• Functional Area - Finance / Accounts / Tax / Company Secretary / Audit
• Job Role - Financial Planning / Budgeting - Manager
• Employment type - Full Time - Permanent
• Work Mode - In Office
• Open To Hire - Other Industry

Qualifications

• Any Graduate - Any Specialization
• Any Post Graduate - Any Specialization
• Any Doctorate - Any Specialization

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