Investment Banking
Posted 16 days ago
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Associate Financial Planner position sought to assist in creating comprehensive financial plans, manage client relationships, and support firm's financial planning team. Duties include financial analysis, portfolio management, and investment research using tools like Charles Schwab Advisor Center and Morningstar. Requires 1-3 years of relevant experience, strong numerical skills, and proficiency in Microsoft Office. Knowledge of industry regulations and CFP certification preferred.
- Compensation
- Not specified USD
- City
- Not specified
- Country
- United States
Currency: $ (USD)
Full Job Description
No additional description provided.
