InFocus Financial Advisors, Inc. ยท 1 week ago
Planning Associate
Salisbury, MD
Full-time
Onsite
New Grad, Entry Level
$55K/yr - $65K/yrInFocus Financial Advisors Inc. is a small boutique RIA firm committed to delivering thoughtful financial planning to clients. They are seeking a Planning Associate to support lead advisors and build direct client relationships while growing their career in a mentorship-oriented environment.
AccountingFinanceFinancial Services
Responsibilities
Create Annual Client Review documents
Call clients to obtain updated financial information and planning items
Develop recommendations as applicable on investment and planning strategy
Develop cash-flow based planning and forecasting reports for specific client planning objectives
Assist in investment committee research and responsibilities
Grow business development skills. No sales required
Qualification
Required
Bachelor's degree required in Financial Planning, Finance, Accounting, or a related field
Securities Licensed or working towards licensing and Certified Financial Planner Designation
Excellent communication skills, organizational skills, presentation skills, and attention to detail
Expertise in Excel
Benefits
401(k)
401(k) matching
Paid time off
Company
InFocus Financial Advisors, Inc.
We help people prepare for retirement.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase