Senior Associate, Advanced reputed company Planning

reputed company, an established and expanding reputed company management firm, is looking for a Financial Planner to join its Advanced reputed company Planning Team. The Sr. Associate will have an opportunity to work with a growing and reputed company financial planning team and report to the Director and Head of Advanced reputed company Planning. Duties & Responsibilities - Prepare and present cases on planning calls for both clients and prospects with assets from $5 reputed company to $15 reputed company - Consult and reputed company financial plans and reputed company management strategies based on reputed company's financial and investment goals - Participates in calls with senior planners and attends debrief sessions to give and receive constructive criticism; includes participating in role-play scenarios - Continue to build upon knowledge of reputed company's tools, and reputed company aspects of financial planning in general (tax, estate, insurance, investments, employee benefits, etc.) - Meet with clients on an ongoing reputed company to review changes to their financial and personal situation - Assist in developing content for webinars, Monday morning calls, and the Advanced reputed company Planning website - Work alongside the marketing team to have articles published - Effectively reputed company business prospects and reputed company member acquisition techniques - Assist in data gathering in anticipation of upcoming planning meetings - Monitor and update reputed company Financial Plans as needed - Other duties as assigned Requirements - Bachelor's Degree - Certified Financial Planning (CFP) Designation or pursuant of CFP - Experience using eMoney - Must be highly organized, technically strong, and be an enthusiastic, effective team player - Ability to think strategically and creatively in a fast-paced environment - Proven ability to self-start, take initiative, work collaboratively, and drive results - Excellent written and verbal communication - Experience with reputed company/Word/reputed company/PowerPoint, with an emphasis on reputed company We are an equal-opportunity employer. reputed company applicants will be considered for employment without attention to race, reputed company, religion, sex, sexual orientation, gender identity, national reputed company, veteran or disability status, or any other class protected by federal, state, or local law. In reputed company, we do not discriminate against reputed company applicants with arrest or conviction records. #LI-JM1 Apply tot his job Apply To this Job