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Workplace 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 and rewarding career as a Financial Planner? Join our team and help our clients reach their financial goals! We offer a competitive salary, excellent benefits, and a supportive work environment. Take the first step towards a successful future and apply today!

Overview A Workplace Financial Planner is a professional who provides financial advice and guidance to individuals and businesses. They help clients develop strategies to achieve their financial goals, such as retirement planning, estate planning, and investment management. They also provide advice on tax planning, insurance, and other financial matters. Detailed Job Description A Workplace Financial Planner is responsible for providing comprehensive financial advice and guidance to clients. They work with clients to develop and implement strategies to achieve their financial goals. This includes retirement planning, estate planning, investment management, tax planning, and insurance. They also provide advice on budgeting, debt management, and other financial matters. They must be knowledgeable about the latest financial trends and regulations, and be able to explain complex financial concepts in an understandable way. Job Skills Required
• Knowledge of financial planning principles and practices
• Ability to analyze financial data and develop strategies
• Excellent communication and interpersonal skills
• Ability to explain complex financial concepts in an understandable way
• Knowledge of tax laws and regulations
• Ability to work with clients to develop and implement strategies
• Knowledge of investment products and services
• Proficiency in Microsoft Office applications
Job Qualifications
• Bachelor’s degree in finance, accounting, or a related field
• Certified Financial Planner (CFP) designation
• Chartered Financial Analyst (CFA) designation
• Master’s degree in finance, accounting, or a related field
• Five or more years of experience in financial planning
Job Knowledge
• Knowledge of financial planning principles and practices
• Knowledge of tax laws and regulations
• Knowledge of investment products and services
• Knowledge of financial markets and trends
• Knowledge of retirement planning strategies
• Knowledge of estate planning strategies
Job Experience
• Five or more years of experience in financial planning
• Experience in providing financial advice and guidance to clients
• Experience in developing and implementing financial strategies
• Experience in budgeting and debt management
• Experience in analyzing financial data
Job Responsibilities
• Develop and implement financial strategies for clients
• Provide advice and guidance on retirement planning, estate planning, and investment management
• Analyze financial data and develop strategies to achieve clients’ financial goals
• Explain complex financial concepts in an understandable way
• Monitor financial markets and trends
• Prepare financial reports and presentations
• Provide advice on budgeting and debt management