Financial Planning Associate in Indianapolis, IN at Vaco

Date Posted: 6/11/2019

Job Snapshot

  • Employee Type:
    Full-Time
  • Job Type:
  • Experience:
    At least 1 year(s)
  • Date Posted:
    6/11/2019
  • Job ID:
    FINAN36413

Job Description

Are you a Financial Planning professional looking for a new opportunity with a reputable company? Do you enjoy a fast-paced environment and delivering superior client services? If so, this could be the role for you!

Job Description:
  • Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan.
  • Analyzing financial data received from clients to develop strategies for meeting clients' financial goals.
  • Preparing or interpreting financial document summaries, investment performance reports and income projections for clients.
  • Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.
  • Answering client questions about financial plans and strategies and giving financial advice.
  • Advising strategies for clients in insurance coverage, investment planning, cash management and other areas to help them reach financial objectives.
  • Implementing financial plans or referring clients to professionals who can help them.
  • Managing and updating client portfolios.
  • Contacting clients regularly to discover changes in their financial status.

Qualifications:

  • 1-2 years minimum of Financial Planning experience
  • High attention to detali
  • Strong communication skills
  • Bachelors Degree preferred