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Associate Financial Planner

Company: Nikulski Financial, Inc.
Location: Bettendorf
Posted on: September 23, 2022

Job Description:

Job Description:
The Associate Financial Planner works directly with Senior Financial Planners to assist with the wealth management and financial planning needs of clients. This position is responsible for providing support to Financial Planners including data gathering, case design, scenario building, financial plan development and financial plan implementation. In addition, this role will be responsible for client communication, special request analysis for clients, preparing materials and presentations for client meetings and assisting with special projects as needed.
Qualifications:
Bachelor's degree, preferably in business, accounting, finance, economics or related experience.
2+ year of experience in the financial services industry (preferred)
Proficiency in Microsoft Office (required), experience with Salesforce (preferred), Orion Advisor Services (preferred) and Riskalyze (preferred).

Other Skills & Experience:

Continuously exhibits personal integrity and professional initiative.
Reliable, follows through on commitments, does not shrink from new challenges.
Possesses a passion to help new and existing clients.
Must be organized, detail-oriented and able to manage and prioritize tasks.
Demonstrates a commitment to accuracy by delivering high quality work.
Excellent written and verbal communication.
Collaborative and able to work effectively with others.
Flexible team player who is highly adaptable to change and open to new ideas.
Demonstrated ability to work successfully in an entrepreneurial, small company environment.
Uphold firm's purpose, vision and values.
Relocation Package is available to qualified candidates.

Visit www.nikulskifinancial.com -to learn more.

Keywords: Nikulski Financial, Inc., Davenport , Associate Financial Planner, Accounting, Auditing , Bettendorf, Iowa

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