Junior Financial Planner - Hybrid, Certs Support, Growth

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

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.