10 Associate Financial Planner Jobs in Birmingham, AL
Kassouf is Hiring an Associate Financial Planner Near Birmingham, AL
- Analyze client financial status.
- Following up with clients on action items.
- Preparing for and participating in client meetings.
- Provide planning support in the areas of cash flow, retirement, investments, tax, estate, charitable and risk management.
- Examine and suggest financial opportunities.
- Developing all financial planning projections, analysis, and client deliverables.
- Customize, prepare, and deliver holistic financial plans according to clients’ changing needs.
- Help clients execute their plans and carry out transactions.
- Build strong relationships to retain existing clients.
- Participate in client meetings and ensure follow-up on action items.
- Must be a self-starter and committed to delivering exceptional services to clients.
- Communicate with clients’ other advisors.
- Resolve client issues and questions.
- Working with other team members to complete projects as needed.
- Researching financial planning and investment topics.
- Bachelor’s degree from an accredited university – major in financial planning, finance, business or accounting preferred.
- CFP® designation preferred or demonstrated progress towards achieving.
- 1-5 years of proven experience as an Associate Financial Planner.
- Ability to analyze financial information and comply with regulations.
- Proficiency in MS Office, CRM systems, and Financial Planning software.
- This is a professional level position that requires organization, attention to detail, critical thinking, strong work ethic, and high emotional intelligence.
- Excellent verbal and written skills.
- Strong accountability and initiative to complete time sensitive tasks.
- Outstanding communication skills, with the ability to foster long-term relationships.
- Desire to learn, advance your professional development, and contribute to the firm’s success.
- Competitive salary commensurate with experience.
- Health, retirement plan with match and disability.
- Continuing education and professional dues are supported.
Job Summary
Full Time
Business Services
$87k-113k (estimate)
01/28/2024
05/20/2024
kassouf.com
BIRMINGHAM, AL
50 - 100
1931
GERARD KASSOUF
$10M - $50M
Business Services
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About Kassouf
Kassouf & Company is a public accounting and consulting firm practicing in the areas of tax, assurance, financial services, business consulting, litigation support, wealth advisory, estate planning and administration, employer benefit and human resource consulting services. The firm provides services to many industries including healthcare, retail, wholesale, manufacturing, construction and non-profit among others.
The job skills required for Associate Financial Planner include Planning, Accounting, Financial Planning, Communication Skills, Wealth Management, Futures, 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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