Associate Financial Advisor

Fute IT Inc

Job Location:

Hanover, PA - USA

Monthly Salary: Not Disclosed

Posted on: 3 hours ago

Vacancies: 1 Vacancy

Job Summary

Role Description

This is a full-time hybrid role for an Associate Financial Advisor based in Hanover NH with flexibility for some work from home. The Associate Financial Advisor will assist in the creation and management of financial plans and retirement strategies provide investment recommendations and support clients in achieving their financial goals. Daily responsibilities include client relationship management preparing reports analyzing financial data and offering tailored financial advisory services in line with company values.

Qualifications

Proficiency in Financial Planning and Retirement Planning
Strong understanding of Finance and Investments
Experience in providing Financial Advisory services
Excellent communication and interpersonal skills to foster client relationships
Ability to work collaboratively in a hybrid work environment
Bachelors degree in Finance Economics or a related field
CFP certification or progress toward it is preferred but not mandatory
Proficiency in financial planning software and analytical tools is an advantage

Role Description This is a full-time hybrid role for an Associate Financial Advisor based in Hanover NH with flexibility for some work from home. The Associate Financial Advisor will assist in the creation and management of financial plans and retirement strategies provide investment recommendation...