Certified Financial Planner
Company: Magellan Financial
Location: Manhattan
Posted on: September 5, 2020
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Job Description:
We are seeing a Certified Financial Planner.
Responsibilities
* Prepare Portfolio Analysis
* Prepare proposals and financial plans designed to help an advisor
present to a client
* Coach advisors on delivery of portfolio analysis, proposals, and
financial plans
* Communicate with advisors to determine the proper picture of the
clients current financial landscape and what they are trying to
achieve
As a Team Member :
* Competitive Salary and bonus opportunity
* Paid Time Off
* Health, Dental & Vision insurance/401K benefits
Requirements
* Certified Financial Planner
* College Degree in Related Field
* High standards for accuracy, quality, timeliness, and
completeness.
* Excellent analytical skills and knowledge of the financial
markets and investments.
* Experience with portfolio analytical software and financial
planning software a plus
* Excellent customer service and communication skills
* Self-starter who works well independently
* Professional demeanor
This is a Unique position with a fast-growing fast-paced team of
like-minded people who affect change in the financial
marketplace.
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Keywords: Magellan Financial, Manhattan , Certified Financial Planner, Accounting, Auditing , Manhattan, Kansas
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