Junior Financial Consultant: Launch Your Planning Career

Apis Financial Planning; Jacksonville (FL); Sur place; USD 40 000 - 55 000; Plein temps

Résumé du poste

Apis Financial Planning in Jacksonville, FL is seeking a motivated Junior Financial Consultant to support senior advisors in delivering tailored financial solutions, including planning, investment management, and client advisory services. This entry-level role emphasizes hands-on learning and professional growth.

You will assist with gathering financial information, preparing analyses, and contributing to the development of financial plans while building client relationships and expanding

Qualifications

• Excellent math skills and the ability to interpret complex data accurately.
• Strong customer relationship management skills and professional communication abilities.
• Prior experience in asset management or related fields is advantageous but not mandatory.

Responsabilités

• Support senior financial consultants in client meetings and gathering financial information.
• Assist with development of comprehensive financial plans, including estate planning, tax strategies, and retirement planning.
• Conduct research on securities law, investment options, and market trends to inform client recommendations.
• Prepare detailed financial analysis reports using financial software and analytical tools.
• Help manage client portfolios by monitoring asset allocation, cash management, and investment performance.
• Maintain accurate records of client interactions, transactions, and compliance documentation.
• Contribute to sales efforts by identifying opportunities for new services or products aligned with client needs.

Connaissances

Strong math skills

CRM skills

Attention to detail

Data interpretation

Outils

Financial software

Description du poste

Apis Financial Planning in Jacksonville, FL is seeking a motivated Junior Financial Consultant to support senior advisors in delivering tailored financial solutions, including planning, investment management, and client advisory services. This entry-level role emphasizes hands-on learning and professional growth.

You will assist with gathering financial information, preparing analyses, and contributing to the development of financial plans while building client relationships and expanding