Associate Financial Planner

Job summary
Experienced financial advisorLong-term advisor relationshipsGreat communication skills
Job seniority: mid-to-senior level
Responsibilities
• Design customized financial plans• Execute exceptional customer service• Help clients implement financial recommendations• Collect client's financial information• Seek and establish prospects• Understand and educate clients on financial needs• Promote ways for clients to achieve long-term goals• Build insurance and financial practice• Provide compassion and guidance• Develop and maintain long-term bonds with clients
Requirements
• Experience with computer programs• Previous success in financial services• Bachelor's degree in business administration, finance, or related field• Knowledge of financial industry and best practices• Excellent math, relationship, communication, and customer service skills
Key Skills Needed
• MS Office• Google Suite• CRM systems• Financial planning software