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Financial Planning Associate

Location : Dalton, GA
Job Type : Direct
Hours : Full Time
Required Years of Experience : 0-3 years
Required Education : 4 year degree
Travel : No
Relocation : No
Job Industry : Accounting - Finance
Job Category : Financial Services

Job Description :


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Required Qualifications :

Bachelors’ degree from an accredited university; major in financial planning preferred. Pursuing CFP® certification. Strong financial and analytical skills. Must be a self-starter, problem solver, and goal-oriented team player with a “no job is beneath me” attitude. Must be service minded with an outgoing personality and the ability to build client rapport.

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