Camienne Financial ยท 2 days ago
Financial Planning Associate
Manchester, NH
Full-time
Onsite
New Grad, Entry LevelCamienne Financial is a Forbes best-in-state wealth management firm headquartered in Manchester, NH. They are currently seeking a motivated individual to join their Financial Planning team as a Financial Planning Associate, a role designed for a recent graduate or early career professional eager to start their journey in financial planning.
Financial Services
Responsibilities
Assist in the preparation of comprehensive financial plans
Prepare case materials and presentations for client meetings
Input and manage client financial data accurately
Continuously learn and stay updated on financial planning best practices and industry trends
Qualification
Required
Bachelor's degree; preferably in Finance, Financial Planning, Business, Mathematics, Engineering, or a related field
Strong analytical and problem-solving skills
Excellent attention to detail and organizational skills
Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint)
Eagerness to learn and grow in the financial planning field
Benefits
Health/dental/vision insurance, group life & disability
401K plan
Paid time off and holidays
Opportunities for professional development and growth
Company
Camienne Financial
We provide comprehensive financial planning, investment management, and insurance strategies to affluent individuals and businesses nationwide.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase