Junior Financial Planner

Placements24; United States; Hybrid; USD 15,000 - 19,000; Full time

Benefits offered by this job

Competitive starting salary with bonus

Certification support

Health and wellness benefits

Structured career progression

Flexible hybrid work model

Job summary

Placements24 seeks a Junior Financial Planner in Welkom to join a growing advisory team. You will work with senior planners to craft personalized financial strategies, assist in client consultations, and implement investment plans in a hybrid work setting.

The role emphasizes learning, relationship building, and contributing to clients' financial futures while supporting in-office collaboration and flexible remote work.

Qualifications

• Bachelor's degree in Finance, Economics, Business or related field required.
• Some experience in financial services or client-facing role is beneficial.
• Interest in pursuing CFP or related certifications encouraged.

Responsibilities

• Assist senior financial planners in preparing tailored financial plans.
• Research investment products, market trends, and economic factors to inform advice.
• Support client meetings, taking notes and following up on actions.
• Help manage client portfolios aligning with risk and goals.
• Process new business applications and maintain client records.
• Learn and use various financial planning software and tools.

Skills

Analytical thinking

Interpersonal skills

Numbers aptitude

Client-centric approach

Education

Bachelor's degree in Finance, Economics, Business

Tools

Excel

Job description

About the Role

Our client is looking for an enthusiastic and driven Junior Financial Planner to join their growing advisory team in Welkom . This role provides a fantastic entry point into the wealth management sector, focusing on developing personalized financial strategies for clients. You will work closely with senior planners to assist in client consultations, develop financial plans, and implement investment strategies. This position is ideal for an individual eager to learn, build client relationships, and make a tangible difference in clients' financial futures, within a hybrid work setting that supports both in-office collaboration and remote flexibility.

Key Responsibilities

• Assist senior financial planners in preparing comprehensive financial plans tailored to client needs and goals.
• Conduct research on investment products, market trends, and economic conditions to inform recommendations.
• Support client meetings, taking notes and assisting with follow-up actions required for plan implementation.
• Manage client portfolios, ensuring alignment with their risk tolerance and financial objectives.
• Process new business applications and maintain accurate client records.
• Develop an understanding of various financial planning software and tools.

Requirements

• Bachelor's degree in Finance, Economics, Business, or a related field.
• Some prior experience in a financial services or client-facing role is beneficial.
• Strong aptitude for numbers and analytical thinking.
• Excellent interpersonal and communication skills, with a client-centric approach.
• Eagerness to learn and pursue relevant financial certifications (e.g., CFP).
• Proficiency in Microsoft Office Suite , particularly Excel.

Benefits

• Competitive starting salary with commission and bonus potential.
• Support and funding for professional certifications and continuing education.
• Comprehensive health and wellness benefits package.
• Structured career progression path within the firm.
• Flexible hybrid work model to promote work-life balance.