Financial Planning Associate
Vaco by Highspring
Financial Planning Associate Seeking a detail-oriented Financial Planning Associate to support advisors with client data analysis, plan preparation, and operational tasks. Ideal for someone pursuing growth in financial planning and client service. Key Responsibilities Assist in preparing financial plans by reviewing and analyzing client information Support client service needs and help prepare for meetings Process account requests and maintain accurate documentation Conduct research on investments and planning topics Create reports, presentations, and correspondence Ensure compliance with internal and regulatory standards Contribute to operational and planning projects as needed Qualifications Bachelor's degree in Finance or related field preferred 2+ years of experience in financial services or advisory support Licenses/designations (Series 7, 65/66, CFP®) preferred but not required Strong attention to detail and organizational skills Comfortable in a support-focused, analytical role #J-18808-Ljbffr
Vacancy posted 3 days ago
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