Senior Financial Analyst in Birmingham, AL at Vaco

Date Posted: 11/19/2020

Job Snapshot

  • Employee Type:
    Full-Time
  • Job Type:
  • Experience:
    Not Specified
  • Date Posted:
    11/19/2020
  • Job ID:
    FA098710

Job Description

Attention CFPs in Birmingham! If you're an experienced financial planner with the CFP certification and at least 3 years of industry experience, we have an incredible opportunity to consider. The position encompasses a myriad of responsibilities all focused around providing exemplary client service on behalf of an A-list firm. If you're committed to financial planning and want to work with the best of the best, please apply today and we will be in touch!

Duties and Responsibilities include:

  • Client meeting assistance and preparation
  • Client relationship management
  • Investment management
  • Assisting Partners with projects and reviews
  • Research and continued education & development
  • Managing investments, trades, and financial reports for clients as needed

Qualifications

  • Must have CFP certification
  • Minimum of 2-3 years working in comprehensive financial planning with an advisory firm
  • Outstanding intellect and presence
  • Superior critical thinking and analytical skills