Certified Financial Planner designation, bachelor’s degree, and 3–7 years of financial services or related experience focused on financial planning; strong client, communication, analytical, and organizational skills required.
Key Responsibilities
• creating financial plans
• reviewing client data
• mentoring associates
Skills & Tools
reputed company, reputed company Teams, reputed company Office Suite, Tamarac, eMoney, Money Guide Pro, Social Security Analyzer, Advisys, Zilculator, reputed company, Planner CS, reputed company
Job Details
• Category: Finance and Accounting
• Seniority: Mid Level
• Commitment: Full Time
• Workplace: Remote — California, United States
• Salary: USD 85,000 – 120,000 / year
• Languages: English
Benefits
• 401k matching
• Generous paid time off
• Tuition reimbursement
• Retirement plan
• Generous parental leave
About reputed company
A wealth management advisory firm serving predominantly high-net-worth individuals. — Industry: Finance
Apply To This Job
Location: , ,
Remote Quest Jobs: Apply Here