Associate Planner

Employer
TrustCore Financial Services, LLC
Location
Brentwood, Tennessee
Salary
Competitive salary based on skills and experience. Company paid health, dental, vision, life insuran
Closing date
Sep 25, 2021

View more

Job Role
Financial Planning Support
Employment Type
Full Time
You need to sign in or create an account to save a job.

Summary of Essential Duties & Responsibilities:

The Associate Planner will participate in all aspects of the financial-planning process and develop comprehensive financial plans with specific recommendations on products and services that best meet the client’s needs. The Associate Planner will serve as “second chair” in client meetings along with a Senior Planner. Develop strategies unique to each client using critical thinking and in-depth analysis. The AP will be responsible for client-meeting preparation as well as follow-up tasks internally and directly with clients. Perform other job-related duties as assigned. Maintain compliance with all company policies and procedures.

Qualifications & Requirements:

  • Bachelor’s degree in financial planning, accounting, or finance. Master’s degree a plus.
  • A minimum of 2 years investment industry experience.
  • CFP (Certified Financial Planner), CPA (Certified Public Accountant), or CFA (Chartered Financial Analyst) charterholder or progress towards one of these designations.
  • Strong attention to detail and ability to work independently and in a team setting.
  • Excellent verbal and written communication skills.
  • Proficiency with Microsoft Office365.
  • Experience with financial software such as MoneyGuidePro and Tamarac a plus, as well as knowledge of Charles Schwab custodial platform technology.

Apply for Associate Planner

Fields marked with an asterisk (*) are required

Your file must be a .doc, .pdf, .docx, or .rtf. No larger than 1MB
Selected file:

When you apply for a job we will send your application to the named employer, who may contact you. By applying for a job listed on CFP Board Career Center you agree to our terms and conditions and privacy policy. You should never be required to provide bank account details. If you are, please contact us. All emails will contain a link in the footer to enable you to unsubscribe at any time.

You need to sign in or create an account to save a job.

Get job alerts

Create a job alert and receive personalised job recommendations straight to your inbox.

Create alert

Similar Jobs