Augment Jobs

Financial Planner

Augment Jobs Austin, TX
Augment Jobs

Financial Planner

Augment Jobs Austin, TX
3 weeks ago
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Job Title : Financial Planner

Job Overview

Develop comprehensive financial plans to help clients achieve their financial goals. Analyze clients' financial situations, create tailored strategies, and provide advice on investments, savings, and retirement planning. Stay informed about financial trends and regulations to offer up-to-date guidance. Build and maintain strong relationships with clients to ensure their financial success.

Responsibilities

  • Evaluate clients' financial status and objectives.
  • Create detailed financial plans covering investments, savings, and retirement.
  • Recommend financial products and strategies tailored to clients' needs.
  • Monitor and adjust financial plans based on market changes and client goals.
  • Stay current on financial regulations and market trends.
  • Provide regular updates and reports on clients' financial progress.
  • Develop and maintain strong client relationships.

Qualifications

  • Bachelor’s degree in Finance, Economics, Business, or a related field.
  • 3-5 years of experience in financial planning or a similar role.
  • In-depth knowledge of financial planning principles and strategies.
  • Proficiency in financial planning software and tools.
  • Strong analytical, communication, and interpersonal skills.
  • Certified Financial Planner (CFP) designation preferred.

  • Seniority level

    Associate

  • Employment type

    Full-time

  • Job function

    Finance and Sales

  • Industries

    Information Services and IT Services and IT Consulting

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