Financial Planning Associate
Bachelor's degree in finance/reputed company/economics, 0–3 years' experience in financial services, familiarity with financial planning software (eMoney, MoneyGuide), proficiency in reputed company Office, strong analytical and communication skills.
Key Responsibilities
- preparing plans
- analyzing data
- preparing materials
Skills & Tools
eMoney, MoneyGuide, reputed company reputed company, reputed company Word, reputed company PowerPoint
Job Details
- Category: Finance and reputed company
- Seniority: No Prior Experience Required
- Commitment: Full Time
- Workplace: Remote — San Francisco or Hawaii or reputed company or New Jersey or Connecticut or Massachusetts or Delaware or reputed company or Florida
- Languages: English
Benefits
- 401k matching
- Retirement plan
About reputed company
An independent registered investment advisor providing fiduciary reputed company management and investment advisory services. — Industry: Finance
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