Job Description
Responsive recruiter
Our Financial Plan Writing Specialists revel in the day-to-day details and data analysis to create stellar financial plans for our client advisors. If you enjoy detailed project work, developing plans from the beginning of data collection to data analysis and ending with accurate and clear financial recommendations we want to talk to you. Remote and Hybrid positions available. Must be eligible to work in the United States.
Responsibilities:
Data Gathering and Organization
· Assist advisors in collecting client data
· Gather and organize data
· Identify missing data
Data Entry and Analysis
· Enter data into financial planning software
· Check data entry via self-audit
· Perform preliminary case analysis
Deliverable Creation
· Create financial planning deliverable per advisor specifications
· Work with a...