1 Associate Financial Planner Job in Lakeview, NE
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Staffing In Motion is Hiring an Associate Financial Planner Near Lakeview, NE
Associate Financial Planner
We are seeking a Financial Planner to support our growing team. The right candidate for this position will be knowledgeable in financial planning topics and wealth management.This candidate will be comfortable working in a growing and evolving team-based environment.We are an independent, boutique firm that employs a ‘family office’ model. We work with affluent Canadians with a net worth in excess of $3 million. Our services include investment management, financial planning, tax & accounting, real estate & development and mortgages and financing.
Primary Responsibilities
- Discuss clients’ long-term financial objectives, identifying and obtaining necessary client information to prepare comprehensive financial plans
- Input client information in financial planning software
- Liaise with accountants and lawyers to obtain required information for financial plans
- Assist in building comprehensive financial plans for clients
- Create financial planning models and financial planning reports for clients
- Engage with clients on a regular basis to provide client service and support
- Complete new account documentation and update client information accordingly
- Complete subscription agreements
- Place unsolicited trades and trades as directed by the Wealth Advisor
- Communicate investment strategies with clients
- Complete registered plan contributions & withdrawals, electronic fund transfers, bank transfers and account transfers
- Prepare portfolio reports and send tax information to clients as requested
- To maintain compliance with all securities regulations
- To always maintain the confidential nature of work
Qualification requirements
Education
- Successful completion of Canadian Securities Course (CSC) and Conduct & Practices Handbook Exam
- Successful completion of relevant financial planning designations
General Criteria
- Strong attention to detail
- Ability to work in a fast-paced environment
- Excellent organizational skills
- Excellent interpersonal and communication skills, both written & verbal
Job Summary
Full Time
$85k-109k (estimate)
03/09/2024
05/08/2024
The job skills required for Associate Financial Planner include Accounting, Financial Planning, Communication Skills, Attention to Detail, Organizational Skills, 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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