Financial Planner

Anderson Wealth Management
Downtown Ft. Lauderdale
22.00 Hr.
Closing date
Dec 22, 2022

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Job Role
Financial Advisor
Employment Type
Part Time
Experience Level
1-4 years
CFP® Certification
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Job Title: Part Time Para planner Reports To: Senior Investment Advisor / Financial
POSITION SUMMARY: Seeking a candidate who is passionate about personal finance
and helping clients achieve financial wellness. Preferred candidate is either enrolled in
or is prepared to promptly enroll in a financial planning certification program and who
needs professional experience in a financial services firm. Must be detail-oriented. This
role provides the opportunity to learn from a cohesive team of licensed professionals in
a well-established, highly respected wealth management firm in a convenient Ft.
Lauderdale location or can be done remotely. Meet with and present to clients
alongside advisors. Interact with Sr. Investment advisors/financial planner and learn
the business.
● Entering client data into financial planning software program E-Money.
● Managing client information to ensure that electronic and paper files are
complete, organized, and secure
● Documenting progress and completed tasks in our CRM (Customer Relationship
Management) software with satisfactory detail so that the current status can be
easily understood by other members in the firm
● Researching client-specific issues and communicating conclusions verbally and
in writing to the team
● Helping to develop, document and maintain financial planning processes and
● Providing a variety of support to Investment Advisors and Financial Planners
● Scanning documents into database according to specific criteria of the firm
● Aiding in review of financial strategies designed to help clients pursue their longterm

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