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Associate Financial Planner - Westwood, United States - Heritage Financial Services, LLC
1 month ago
Description
Associate Financial Planner
The Associate Financial Planner is a key member of the centralized planning team that identifies and analyzes a wide array of opportunities and risk for our clients. Primary responsibilities of the role include creating new comprehensive financial plans, editing and updating existing plans, and helping wealth management teams communicate key issues to clients and their other professional advisors to help clients work toward achieving their financial goals and objectives.
To help achieve the goals of the planning team and the firm, the Associate Financial Planner is engaged in the following:
By implementing these strategies, the Associate Financial Planner can strengthen compliance with our internal practice standards, proactively identify opportunities and risks for clients, and ultimately deliver a higher level of service and value to our clients.
Required
Bachelor's Degree. Basic understanding of personal finance concepts. Exceptional attention to detail. Experienced Excel user. Eagerness to learn.Preferred: Working towards CFP. Experience with eMoney, Holistiplan or other personal finance, budgeting, or income tax software.
