Job Title: Junior Financial Planner

Company: Augmentjobs

Salary Range: $52,000 - $87,000

Experience Level: 2 - 5 years

Job Description:

As a Junior Financial Planner at Augmentjobs, you will work closely with senior financial planners to provide clients with comprehensive financial planning services. You will assist in developing financial plans, analyzing client data, and recommending investment strategies. Your role will be crucial in supporting clients' financial goals and ensuring they receive top-notch advice and service.

Key Responsibilities:

1. Client Consultation:

   • Assist in meeting with clients to gather financial information and assess their needs.

   • Prepare detailed financial plans and presentations based on client data and goals.

2. Financial Analysis:

   • Analyze clients' financial statements, investment portfolios, and other financial documents.

   • Develop financial models and projections to support planning and decision-making.

3. Plan Development:

   • Collaborate with senior planners to create customized financial strategies and solutions.

   • Recommend investment opportunities, insurance products, and other financial tools based on client needs.

4. Client Relationship Management:

   • Maintain regular contact with clients to update them on their financial status and address any concerns.

   • Provide exceptional customer service and support to enhance client satisfaction.

5. Market Research:

   • Stay informed about market trends, financial products, and industry developments.

   • Conduct research to support financial recommendations and strategies.

6. Documentation and Compliance:

   • Prepare and maintain accurate records of client interactions, financial plans, and recommendations.

   • Ensure compliance with financial regulations and company policies.

7. Professional Development:

   • Participate in ongoing training and professional development opportunities.

   • Pursue relevant certifications and licenses to enhance your financial planning expertise.

Skills and Qualifications:

• Education: Bachelor's degree in Finance, Accounting, Economics, or a related field.

• Experience: 2-5 years of experience in financial planning, financial analysis, or a related role.

• Certifications: CFP (Certified Financial Planner) designation or progress towards certification is preferred.

• Technical Skills:

  • Proficiency in financial planning software and tools.

  • Strong analytical skills and ability to interpret financial data.

  • Knowledge of investment products, insurance, and financial planning strategies.

• Soft Skills:

  • Excellent communication and interpersonal skills.

  • Strong attention to detail and organizational abilities.

  • Ability to work both independently and as part of a team.

  • Problem-solving skills and ability to think critically.

Benefits:

• Competitive salary and performance-based bonuses.

• Health, dental, and vision insurance.

• Retirement savings plan with company match.

• Paid time off and holidays.

• Opportunities for professional development and career growth.

This job description outlines the key responsibilities and qualifications for a Junior Financial Planner at Augmentjobs. If you need further customization or additional details, let me know!