Posted:2 months ago| Platform:
Work from Office
Full Time
Gather client financial data and prepare financial needs analyses. Assist with cash flow analysis, budgeting, and debt management. Research and analyze retirement planning tools and strategies. Help develop basic financial plans for clients under advisor supervision. Stay updated on relevant financial regulations and tax laws. Skills Strong analytical and problem-solving skills. Proficiency in financial modeling and spreadsheet software (e.g., Excel). Ability to understand and explain complex financial concepts. Interest in financial planning and retirement strategies.
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