Financial Planning Specialist
Full-time
Ameriprise Financial - Virginia
:
Boldspire Wealth- Virginia Beach, VA - A dynamic and innovative Private Wealth Financial Advisory Practice is seeking a fulltime, Financial Planning Specialist to join its team. Key responsibilities include case analysis, data analysis, assisting with trades and money movement, creating meeting documentation, and client service.
Successful candidates will be professional, have excellent verbal and written communication skills, strong client service ethic, possess a high level of organizational skills, be extremely detail oriented, have the ability to prioritize and manage work, have a high level of proficiency with Microsoft Word, Excel and Outlook, be detail oriented, and have the desire to learn and grow. Candidates must be client-centric.
Qualified candidates will have a bachelor's degree, 2+ years of similar work experience preferably in the financial services industry and an interest in growing in the industry. This role has the ability to grow into a licensed role.
Please include a cover letter, resume, and compensation preferences when responding.
Benefits: 401K with 3.5% match; PTO, paid holiday's, medical and dental coverage available
Salary: Compensation is commensurate with experience
Vacancy posted 8 days ago
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