Financial Planning Associate-West L.A.

Financial Planning Associate

The Financial Planning Associate is an integral part of the of the team whose primary responsibility is to support the advisors in building and developing all planning materials and recommendations, as well as to service and support insurance and investment operations.   

***MUST HAVE Series 7, 63/65/66 and LAH
1 day in office

Responsibilities

• Develop and maintain a deep understanding of the comprehensive planning philosophy and process, from initial meeting to client onboarding, to provide the highest level of service to prospective and existing clients.


• Build planning analysis (PX) for all prospective client close meetings, as well as when applicable for client reviews


• Insurance and investment presentation preparation for all close meetings, including running all insurance illustrations and coordinati...