Job Details
Our client, a financial planning firm that focuses on high-net-worth individuals, is currently seeking a Financial Planning Associate to join their growing team in Alexandria, VA. The incumbent will be responsible for assisting with financial planning, business development and relationship management.
Additional Details
- Partner with wealth manager in serving existing clients
- Communicate directly with clients
- Organize and analyze client data
- Generate financial reports utilizing planning software
- Collaborate with outside advisors
Qualifications
- Bachelor s degree is required
- Minimum of two years in the financial services industry
- Great communication skills
- Well organized
- Strong work ethic
- CFP or ability to obtain in timely manner