High allowance + commission; negotiable upon intak...
Sales planning and strategy execution
Client financial data gathering and analysis
Investment strategy research and modeling
The Financial Planning Associate supports the Executive Wealth Director in implementing and managing client financial plans while driving sales targets
Job Summary
The Financial Planning Associate supports the Executive Wealth Director in implementing and managing client financial plans while driving sales targets.
Key responsibilities include conducting in-depth financial data analysis, preparing client presentations, and ensuring strict regulatory compliance.
The role offers hands-on experience in wealth management consulting with high allowances, commissions, and full guidance from experienced professionals.
Matching Summary
Match Score: 75
The Financial Planning Associate supports the Executive Wealth Director in implementing and managing client financial plans while driving sales targets.
Salary
High allowance + commission; Negotiable upon intake based on experience; Not specified
Skills & Requirements
Must-have
Sales planning and strategy execution
Client financial data gathering and analysis
Investment strategy research and modeling
CRM database maintenance and compliance
Client communication and relationship management
Nice-to-have
Continuous professional development engagement
Team collaboration and training participation
Adaptability to real-world business scenarios
Key Requirements
Relevant financial planning education or certifications
Experience with financial modeling and data analysis
Knowledge of wealth management regulations and compliance