Financial planning firm looking for a Financial Planning Analyst who would be responsible for the creation and maintenance of the Comprehensive Financial Plans for the firmís clients.
This is a salaried position.
Responsibilities & Activities:
Conduct Annual Review meetings Research products Produce various illustrations (e.g., insurance, annuities, financial plans) Perform other tasks as directed by our firmís Wealth Advisors Generate Financial Plans
Knowledge, Skills & Abilities:
Requires: Extreme attention to detail Excellent interpersonal skills Excellent attitude and an extraordinary client service orientation A genuine interest in serving and caring for other people Excellent organizational and time management skills An ability to handle multiple tasks and handle stress
FINRA Series 7, 63, 65 CFP or ChFC Certification (or in the process of attaining one of these designations)