What are the responsibilities and job description for the Junior Financial Consultant position at Apis Financial Planning?
Job Overview
We are seeking a motivated and detail-oriented Junior Financial Consultant to join our financial services team. This entry-level role offers an exciting opportunity to develop expertise in financial planning, investment management, and client advisory services. As a Junior Financial Consultant, you will assist senior advisors in delivering tailored financial solutions that help clients achieve their planning and wealth goals. This position is ideal for individuals passionate about finance, eager to learn, and ready to make a positive impact on clients’ financial futures.
Duties
- Support senior financial consultants in conducting client meetings and gathering financial information
- Assist with the development of comprehensive financial plans, including estate planning, tax strategies, and retirement planning
- Conduct research on securities law, investment options, and market trends to inform client recommendations
- Prepare detailed financial analysis reports using financial software and analytical tools
- Help manage client portfolios by monitoring asset allocation, cash management, and investment performance
- Maintain accurate records of client interactions, transactions, and compliance documentation
- Contribute to sales efforts by identifying opportunities for new services or products aligned with client needs
Qualifications
- Excellent math skills with the ability to interpret complex data accurately
- Strong customer relationship management skills and professional communication abilities
- Prior experience in asset management or related fields is advantageous but not mandatory
Join us to kickstart your career in finance! This role offers hands-on experience working alongside seasoned professionals dedicated to delivering exceptional financial solutions. We value proactive learners who thrive in fast-paced environments and are eager to grow their expertise across diverse areas such as corporate accounting, technical accounting, research, and sales within the financial services industry.
Pay: $30,000.00 - $70,000.00 per year
Work Location: In person
Salary : $30,000 - $70,000