Associate Financial Planner jobs in United States
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Financial Enhancement Group, LLC · 6 hours ago

Associate Financial Planner

positionLafayette, IN
timeFull-time
remoteOnsite
seniorityNew Grad, Entry Level
money$50K/yr - $70K/yr

Financial Enhancement Group, LLC is seeking an eager and strategic financial advisor to fill an entry-level position that offers room for growth. The ideal candidate will help clients identify and achieve their financial goals through various planning services, including risk management, estate planning, and investment management.

Asset ManagementFinancial ServicesRetirement

Responsibilities

Help clients identify and achieve their financial goals through a variety of planning services
Hone skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, and investment options
Deliver excellent client service

Qualification

Risk managementEstate planningInvestment managementRetirement planningClient service

Required

Eager and strategic mindset
Ability to help clients identify and achieve financial goals
Knowledge of planning services including risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, and investment options
Dedication to delivering excellent client service

Company

Financial Enhancement Group, LLC

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Financial Enhancement Group is not just another money manager.
dateFounded in 1997
location
Anderson, Indiana, USA
people-size11-50 employees
web-link
https://www.yourlifeafterwork.com

Funding

Current Stage
Early Stage

Leadership Team

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Taylor Jenkinson
Partner & Chief Operating Officer
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Adam Harter
Chief Investment Strategist, Partner
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Company data provided by crunchbase