Related skills
financial analysis financial planning cfp retirement planning estate planning📋 Description
- Assist Financial Advisors in planning for clients.
- Shadow meetings and contribute to follow-ups.
- Conduct financial analysis across investments and retirement planning.
- Prepare client materials and plan updates.
- Collaborate with planning, operations, and investment teams.
- Pursue CFP certification progress.
🎯 Requirements
- Bachelor’s degree in Finance, Economics, or related field.
- Progress toward CFP designation.
- Strong analytical and organizational skills.
- Excellent written and verbal communication.
- Multitask in a fast-paced, client-focused environment.
- Proficiency with financial planning software.
🎁 Benefits
- Medical, dental, and vision coverage.
- Flexible spending accounts and HSA contributions.
- Generous 401K with company contributions.
- Flexible PTO policy.
- Equity Purchase Program option.
- Future growth opportunities within the company.
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