Register
Recruit Create CV

Junior Financial Planner Jobs in Utah

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

Are you looking for an exciting opportunity to jumpstart your career in financial planning? We are looking for a Junior Financial Planner to join our team and help us provide our clients with the best financial advice. If you have a passion for finance and a desire to make a difference, this could be the perfect job for you!

Overview:

A Junior Financial Planner is a professional who provides financial advice and guidance to individuals and businesses. They help clients make informed decisions about their financial future by providing advice on investments, retirement planning, estate planning, and other financial matters.

Detailed Job Description:

A Junior Financial Planner is responsible for providing financial advice and guidance to clients. They must be able to analyze financial data and provide sound advice on investments, retirement planning, estate planning, and other financial matters. They must be able to develop and implement financial plans that meet the client’s needs and goals. They must also be able to communicate effectively with clients and other professionals.

What is Junior Financial Planner Job Skills Required?

• Knowledge of financial planning principles and practices
• Ability to analyze financial data
• Ability to develop and implement financial plans
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team
• Ability to manage multiple tasks and prioritize work
• Knowledge of financial products and services
• Knowledge of tax laws and regulations

What is Junior Financial Planner Job Qualifications?

• Bachelor’s degree in finance, accounting, economics, or a related field
• Relevant certifications such as CFP, CFA, or CPA
• At least two years of experience in financial planning or a related field

What is Junior Financial Planner Job Knowledge?

• Knowledge of financial planning principles and practices
• Knowledge of financial products and services
• Knowledge of tax laws and regulations
• Knowledge of investment strategies

What is Junior Financial Planner Job Experience?

• At least two years of experience in financial planning or a related field
• Experience in developing and implementing financial plans
• Experience in providing financial advice and guidance

What is Junior Financial Planner Job Responsibilities?

• Analyze financial data and provide sound advice on investments, retirement planning, estate planning, and other financial matters
• Develop and implement financial plans that meet the client’s needs and goals
• Communicate effectively with clients and other professionals
• Monitor and review financial plans to ensure they are meeting the client’s needs
• Stay up-to-date on financial trends and regulations