Associate Financial Planner
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Bachelor’s degree from an accredited university. 2-5 years of experience in an Associate Financial Advisor role. Ability to start leading client relationships in 1-2 years. Detail oriented: you see all the little things and take pleasure in making sure no ball gets dropped. Editing skills: you have experience editing emails and documents for grammar. Follow-up skills: you quickly follow up on any unresolved tasks. Effective communicator: you have excellent written and verbal communication skills.