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Financial Planning Analyst

Details
Posted By:
Donald Plowman
Posting ID:
3749n4435
Location:
Lehigh Valley
Telephone:
Tags:
 financial   planning   analyst 
Category:Accounting / Finance
Listing Type:Job

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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

Preferable:

FINRA Series 7, 63, 65
CFP or ChFC Certification (or in the process of attaining one of these designations)

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