Related skills
financial planning research client service cfp investments📋 Description
- Cross trains with departments to learn our business model
- Works with an Associate Advisor to develop skills
- Helps create and implement client financial plans
- Assists Client Service Team
- Performs tasks and research for casework and operations
- Responds to client questions under CFP supervision
🎯 Requirements
- Pursuing BS/BA in Financial Planning, Finance, Economics, or related field
- Pursuing CFP designation
- Self-starter with ability to work independently
- Strong communication, teamwork, relationship-building skills
- Demonstrates ability to learn related financial and office programs and systems
🎁 Benefits
- Medical: Blue Shield and Kaiser plans
- Dental insurance with MetLife
- Vision insurance with VSP
- Flexible working arrangements
- Generous 401K contributions
- 11 Paid Holidays
Meet JobCopilot: Your Personal AI Job Hunter
Automatically Apply to Finance Jobs. Just set your
preferences and Job Copilot will do the rest — finding, filtering, and applying while you focus on what matters.
Help us maintain the quality of jobs posted on Empllo!
Is this position not a remote job?
Let us know!