Financial Planner
Company: VirtualVocations
Location: Dallas
Posted on: January 28, 2025
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Job Description:
A company is looking for a Financial Planner to support
Financial Advisors and clients in developing comprehensive
financial plans and analyses.
Key Responsibilities
Support the Financial Advisor with the creation of customized
financial plans and analyses
Participate in training and mentoring new team members while
addressing technical planning inquiries
Maintain Advisor and Client resources and contribute to team and
company initiatives
Required Qualifications
Bachelor's Degree in business, finance, economics, or a related
field
3+ years of experience in Financial Services
Proficient in financial planning technology and Microsoft Office
Suite
Familiarity with Salesforce and related functionalities
Preferred advanced designations such as CFP, CPA, EA, JD, or
MBA
Keywords: VirtualVocations, North Richland Hills , Financial Planner, Accounting, Auditing , Dallas, Texas
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