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Remote Associate Financial Planner

Company: VirtualVocations
Location: Norwalk
Posted on: November 22, 2022

Job Description:

A banking and financial services firm is seeking a Remote Associate Financial Planner.

Core Responsibilities Include:
Gathering of client data from the financial advisor
Identifying any gaps in the data
Identifying and outlining the planning opportunities
Qualifications for this position include:

A general understanding of basic wealth management terms
Willingness to test and learn new approaches to the creation of financial plans and proposals
Bachelor's Degree in Finance, Personal Finance, Wealth Management preferred

Keywords: VirtualVocations, Norwalk , Remote Associate Financial Planner, Other , Norwalk, California

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