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Remote Associate Financial Planner

Company: VirtualVocations
Location: Columbia
Posted on: November 26, 2022

Job Description:

A banking and financial services firm is seeking a Remote Associate Financial Planner.

Core Responsibilities Include:

Gathering of client data from the financial advisor

Identifying any gaps in the data

Identifying and outlining the planning opportunities

Qualifications for this position include:

A general understanding of basic wealth management terms

Willingness to test and learn new approaches to the creation of financial plans and proposals

Bachelor's Degree in Finance, Personal Finance, Wealth Management preferred

Keywords: VirtualVocations, Columbia , Remote Associate Financial Planner, Accounting, Auditing , Columbia, South Carolina

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