Financial Planning AssociateVirtualVocations • Minneapolis, Minnesota, United States
Financial Planning Associate
VirtualVocations • Minneapolis, Minnesota, United States
Hace 25 días
Tipo de contrato
- A tiempo completo
Descripción del trabajo
A company is looking for a Financial Planning Associate to contribute to a top Advisor team and enhance client financial planning experiences.
Key Responsibilities
Participate in casework completion, attend client meetings, and send recap emails
Gather client financial data, run stress tests, and create relevant documentation
Coordinate with annuity and insurance companies for client contract updates and illustrations
Required Qualifications
B.S. in Financial Planning or a related field
Minimum of 3 years of financial planning experience
Knowledge of financial planning and tax planning software
Proficiency in Office 365 applications
Willingness to explore licenses and certifications as part of role growth
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