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Entry Level Financial Planning Specialist Jobs

Strategic Financial Planning Specialist
By Self-employed At United States

Provide financial literacy education to potential clients and develop potential market as needed

Follow up with the financial institutions regarding the clients' applications

Financial Planning Specialist - Us
By Volkswagen of America, Inc At Herndon, VA, United States
Assist in the preparation of management meetings as needed, including Board of Director meetings.
Take initiative in process mapping and improvements in regards to time and resource management.
Prior finance, accounting, and/or automotive business experience
3 to 5 years of professional financial and accounting experience
Automotive Brand and/or Financial Services experience preferred.
Bachelor's degree in finance and/or Accounting
Entry Level Estate Planning Associate
By Best Best & Krieger Llp At , Bend, 97702, Or

Best Best & Krieger LLP is a nationally recognized law firm focused on delivering effective and client-service oriented solutions to complex legal issues facing public agencies, businesses and ...

Program Management - Entry-Level Integrated Planning & Scheduling Specialist
By BOEING At , Berkeley, Mo $56,950 - $77,050 a year
1 year of experience in finance, scheduling, industrial engineering, change management, strategy, program management, or project management role.
1 year of experience in change management, program planning, project management, integrated scheduling, Industrial Engineering, or Business Operations.
Experience in applying Earned Value Management (EVM) methodology and analysis.
Basic Qualifications (Required Skills / Experience):
Preferred Qualifications (Desired Skills / Experience):
Assists with program planning, scheduling, and baseline change management activities, including schedule performance measurement techniques with risk and opportunity analyses.
Entry Level Planning Estimator Professional
By Jacobs At , Bellevue, 98005, Wa $62,700 - $98,025 a year
Bachelor’s degree in Engineering or Construction Management
Prior knowledge and/or experience with general estimating or project planning
MII, SUCCESS and/or PACES software experience/knowledge
Basic knowledge of MS Software suite
Experience with Timberline Estimating Software and On-Screen Takeoff highly
Work as an integral part of the Project Team to provide cost estimating support
Entry Level Estate Planning Associate
By Best Best & Krieger LLP At , Bend, Or

Best Best & Krieger is an equal opportunity employer.

Are you looking for an exciting opportunity to jumpstart your career in financial planning? We are looking for an Entry Level Financial Planning Specialist to join our team and help us provide our clients with the best financial advice. As a Financial Planning Specialist, you will be responsible for analyzing financial data, developing financial plans, and providing advice to our clients. If you are passionate about helping people reach their financial goals, then this is the perfect job for you!

Overview Entry Level Financial Planning Specialists are responsible for providing financial planning services to clients. They work with clients to develop and implement financial plans that meet their individual needs and goals. They also provide advice on investments, retirement planning, estate planning, and other financial matters. Detailed Job Description Entry Level Financial Planning Specialists are responsible for providing financial planning services to clients. They work with clients to develop and implement financial plans that meet their individual needs and goals. They also provide advice on investments, retirement planning, estate planning, and other financial matters. They must be able to analyze financial data and make recommendations based on their findings. They must also be able to explain complex financial concepts to clients in a clear and concise manner. Job Skills Required
• Knowledge of financial planning principles and practices
• Ability to analyze financial data and make recommendations
• Excellent communication and interpersonal skills
• Ability to explain complex financial concepts to clients
• Knowledge of investment products and services
• Knowledge of tax laws and regulations
• Ability to develop and implement financial plans
• Ability to work independently and as part of a team
• Proficiency in Microsoft Office Suite
Job Qualifications
• Bachelor’s degree in finance, accounting, or a related field
• Relevant certifications such as CFP, CFA, or CPA
• At least two years of experience in financial planning
• Knowledge of financial planning software
• Ability to work with clients from diverse backgrounds
Job Knowledge
• Knowledge of financial planning principles and practices
• Knowledge of investment products and services
• Knowledge of tax laws and regulations
• Knowledge of financial planning software
Job Experience
• At least two years of experience in financial planning
• Experience working with clients from diverse backgrounds
Job Responsibilities
• Develop and implement financial plans for clients
• Analyze financial data and make recommendations
• Provide advice on investments, retirement planning, estate planning, and other financial matters
• Explain complex financial concepts to clients in a clear and concise manner
• Monitor client portfolios and make adjustments as needed
• Keep up to date with changes in the financial industry