Financial Planner Jobs
By Top Flight Financial At Washington, United States
Your day-to-day duties may include:
Meeting sales goals: You will be responsible for meeting individual and team sales goals and revenue targets.
Compensation: This is a performance-based position. The Salary listed is the average Salary of our Associates.
Financial Planner Associate Jobs
By Popular Community Bank At , San Juan
Support the Wealth Management unit in strategic projects as needed.
Conduct investment portfolio analysis and manage projections for areas like insurance, retirement, and investment analysis.
Analysis skills, task coordination and problem solving.
Knowledge of the laws that apply to the financial industry.
Skills to prepare effective presentations and present the client if necessary.
Excellent interpersonal relationships and teamwork skills.
Financial Planner Jobs
By Popular Bank At , San Juan, 00909, Pr
Excellent oral presentation skills and effective meeting management.
Bachelor in Business Administration with concentration in: Accounting, Economics, Finance, Financial Planning or Management.
Client relationship and service skills
Teamwork skills, interpersonal relationships, and negotiation.
Technical knowledge of investments, trusts, testaments, insurance, contributions on income and flow, budgets, business succession, individual credit, and retirement plans.
Knowledge of banking products and services.
Personal Financial Planner Jobs
By New York Life Oahu At , Honolulu, Hi From $100,000 a year
Excellent math skills, relationship skills, communication skills, and customer service skills are crucial
Experience with computer programs, such as MS Office, Google Suite, CRM systems, and financial planning software is essential
Requires a Bachelor’s degree in finance, business administration, or related field
Relevant knowledge of the financial industry, financial products, best practices, and tax regulations is vital
Compile each client’s financial information to determine financial goals, financial status, cash flow, and financial expectations
Design customized financial plans suitable for each client based on potential life changes and changing financial needs