Financial Planner Assistant Jobs

Job Responsibilities:

• Involved in developing integrated wealth management solutions per clients’ specific goals
• Assist financial advisers in preparing and maintaining financial plans
• Support managers in preparing ad-hoc reports
• Perform financial analysis for clients to identify their needs

Qualifications:

• Basic understanding of investment and financial planning strategies
• Strong analytical and financial skills
• Must be a self-starter, problem solver and a goal-oriented, customer-centered team player
• Organized with strong attention to detail
• Strong verbal and written communication skills
• CFP® practitioner or candidate preferred
• Knowledge of Microsoft Office (Excel, PowerPoint and Word)

Job Features