Financial Planner

job
  • Wealth Management Firm
Job Summary
Location
Atlanta ,GA
Job Type
Contract
Visa
Any Valid Visa
Salary
PayRate
Qualification
BCA
Experience
2Years - 10Years
Posted
03 Feb 2025
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Job Description
  • Duties & Responsibilities Contribute to the development and implementation of financial plans for clients
  • Support the wealth planning team through financial planning research unique to each client
  • Make requests for updates to client documents, records, and information
  • Facilitate preparation for client meetings to include client communication
  • Assist in data gathering and data entry into software in anticipation of upcoming planning meetings
  • Monitor and update client Financial Plans as needed
  • Other duties as assigned
  • Requirements
  • Bachelor’s Degree
  • A passion for the wealth management industry
  • Strong written and verbal communication skills
  • Experience with Excel/Word/Outlook/PowerPoint, with an emphasis on Excel
  • Must be highly organized, technically strong, and be an enthusiastic, effective team player
  • Ability to think strategically and creatively in a fast-paced environment
  • Proven ability to self-start, take initiative, work collaboratively, and drive results

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