Junior Financial Planner at Jobot
Laguna Niguel, CA 92677
About the Job
This Jobot Job is hosted by: Conner Ferguson
Are you a fit? Easy Apply now by clicking the "Quick Apply" button
and sending us your resume.
Salary: $50,000 - $60,000 per year
A bit about us:
Our company is currently seeking a motivated, detail-oriented Junior Financial Planner to join our dynamic team. As a Junior Financial Planner, you will be responsible for assisting our senior financial advisors in creating and implementing financial plans for individuals, businesses, and organizations, taking into account their short-term and long-term financial goals. This position offers a unique opportunity to grow and excel in the finance industry, while providing valuable services to our clients.
Why join us?
Responsibilities:
Job Details
Qualifications:
Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.
Are you a fit? Easy Apply now by clicking the "Quick Apply" button
and sending us your resume.
Salary: $50,000 - $60,000 per year
A bit about us:
Our company is currently seeking a motivated, detail-oriented Junior Financial Planner to join our dynamic team. As a Junior Financial Planner, you will be responsible for assisting our senior financial advisors in creating and implementing financial plans for individuals, businesses, and organizations, taking into account their short-term and long-term financial goals. This position offers a unique opportunity to grow and excel in the finance industry, while providing valuable services to our clients.
Why join us?
Responsibilities:
- Assisting in the development of comprehensive financial plans that meet client goals and objectives.
- Preparing or interpreting financial document summaries, investment performance reports and income projections for clients.
- Implementing financial planning recommendations or refer clients to someone who can assist them with plan implementation.
- Researching and investigating available investment opportunities to recommend to clients, including investment or insurance products or other services.
- Meeting with clients to revisit their investment strategies, providing updates and adjustments as needed.
- Providing financial planning support to clients.
- Building and maintaining client bases, keeping current client plans up-to-date and recruiting new clients on an ongoing basis.
- Collaborating with the senior financial planner in creating personalized plans.
- Participating in regular financial review meetings with clients.
- Ensuring compliance with all industry rules and regulations, and stay updated on industry trends.
Job Details
Qualifications:
- A bachelor's degree in finance, economics, business administration or a related field.
- A minimum of 1+ years of experience in a financial planning role.
- Proven experience in financial planning, including knowledge of financial planning standards and regulations.
- Strong analytical skills and the ability to interpret complex financial information.
- Excellent communication skills, with the ability to explain complex financial information in a clear and concise manner.
- Strong attention to detail and the ability to work in a fast-paced environment.
- Excellent interpersonal skills, with the ability to build strong relationships with clients.
- Strong knowledge of tax planning, retirement planning, estate planning, and investment management.
- Exceptional customer service skills, with a commitment to maintaining high standards of integrity and professionalism.
- Strong organizational skills, with the ability to manage multiple tasks simultaneously.
- Experience in administration is a must.
Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.
Salary
50,000 - 60,000 /year