Associate Financial Planner — Hands-on Mentorship & Growth

MOHR Talent; Farmington (CT); Presencial; USD 75.000 - 95.000; Jornada completa

Descripción de la vacante

A financial services firm is seeking an Associate Financial Planner in Farmington, CT, to assist in developing and managing client financial plans. This role is ideal for a detail-oriented professional with over 2 years of experience in financial planning and a strong understanding of client service. The position offers mentorship and supports growth into an advisory capacity. Candidates should have excellent communication skills and preferably experience with eMoney software.

Formación

• 2+ years of experience in financial planning, wealth management, or investment operations.
• Strong organizational skills and attention to detail.
• Excellent communication and interpersonal skills.

Responsabilidades

• Assist in preparing and analyzing client financial plans using eMoney.
• Support client meetings and provide professional client service.
• Maintain accurate client records and ensure data integrity.

Conocimientos

Financial planning

Wealth management

Client service

Communication skills

Interpersonal skills

Attention to detail

Organizational skills

Educación

Bachelor’s degree in Finance, Accounting, Economics, or related field

Herramientas

eMoney

Descripción del empleo

A financial services firm is seeking an Associate Financial Planner in Farmington, CT, to assist in developing and managing client financial plans. This role is ideal for a detail-oriented professional with over 2 years of experience in financial planning and a strong understanding of client service. The position offers mentorship and supports growth into an advisory capacity. Candidates should have excellent communication skills and preferably experience with eMoney software.