Junior Financial Planner - Kickstart Your Career
Kickstart your career in financial planning by working with a leading management-consulting firm. As a Junior Financial Planner, you will work closely with experienced financial professionals to gain insights into investment strategies, retirement planning, and wealth management.
Job Overview
* Fully Remote Work Opportunity
* Full-Time Position
Assist clients in achieving their financial goals by developing comprehensive financial plans. Conduct financial analysis and prepare reports to provide support in investment strategy and portfolio management.
Requirements
* Pursuing or having a degree in Finance, Economics, Accounting, or a related field
* Proficiency in financial analysis tools and software (e.g., Excel)
* Strong analytical and communication skills
Your Role
* Develop financial plans for clients
* Conduct financial analysis and prepare reports
* Support investment strategy and portfolio management
* Collaborate with senior planners to ensure clients' financial objectives are met
* Document and present financial plans and recommendations
Why Work with Us?
We offer a supportive and innovative environment where you can work on diverse financial projects and learn from industry experts. Join us to build a rewarding career in financial planning and make a difference in the lives of our clients.