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Associate Financial Planner

Remote: 
Full Remote
Contract: 
Full time
Work from: 
Texas (USA)

Offer summary

Qualifications:

Bachelor's degree in Finance, Accounting, or related field., Strong analytical and problem-solving skills., Excellent communication and interpersonal abilities., Proficiency in financial planning software and tools..

Key responsibilities:

  • Assist clients in developing financial plans and investment strategies.
  • Conduct financial analysis and prepare reports for client meetings.
  • Collaborate with senior planners to implement financial solutions.
  • Maintain up-to-date knowledge of financial regulations and market trends.

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