8 associate financial planner Jobs in austin, tx
Guardian Austin is Hiring an Associate Financial Planner Near Austin, TX
$50,000 at plan yearly
Responsibilities:- Serve as a collaborative team player willing to further development through continued training opportunities
- Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives
- Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
- Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
- Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs
- Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred
- Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients
- Valid FINRA Series 7 & 63/66 preferred but not required
- Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
- A required Bachelor’s degree in business administration, finance, or similarly related field
A forward-thinking comprehensive planning firm, establishing a presence in the Austin area with a client-first approach to financial planning.
Job Summary
Full Time
$103k-137k (estimate)
04/24/2024
06/23/2024
The job skills required for Associate Financial Planner include Customer Service, Planning, Financial Planning, Wealth Management, Microsoft Office, Building Relationships, etc. Having related job skills and expertise will give you an advantage when applying to be an Associate Financial Planner. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Associate Financial Planner. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Associate Financial Planner positions, which can be used as a reference in future career path planning. As an Associate Financial Planner, it can be promoted into senior positions as a Financial Associate (Public) III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Associate Financial Planner. You can explore the career advancement for an Associate Financial Planner below and select your interested title to get hiring information.
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