Job Overview and Details:

• Location: Fully Remote
• Position: Full-Time

Requirements

Ideal Candidates:

• Pursuing or having a degree in Finance, Economics, Accounting, or a related field.
• Junior financial planners with a keen interest in financial planning and advisory services.
• Proficiency in financial analysis tools and software (e.g., Excel).
• Strong analytical and communication skills.

Your Role:

• Assist in developing financial plans for clients.
• Conduct financial analysis and prepare reports.
• Provide support in investment strategy and portfolio management.
• Collaborate with senior planners to ensure clients’ financial objectives are met.
• Document and present financial plans and recommendations.