Work closely with clients and financial advisors to create comprehensive financial plans and strategies for achieving financial goals.
Understanding of investment basics, insurance, taxes and estate planning a plus. Familiarity with planning software (eMoney/WealthVision) preferred. Training available.
Attention to detail is vital to success in this role, strong interpersonal skills, familiarity with basic financial terms are needed and customer interaction and service experience a plus.
Prefer business major, MBA or CFP(r) designee or candidate.