Job Description
Advance your career as a Junior Financial Planner with RFL Wealth. In this remote, full-time position, you'll support Financial Planners by crafting tailored Financial Life Plans for clients.
As a key player in our financial planning team, you will draw on your expertise in investments and insurance to create detailed plans. By leveraging NaviPlan and conducting thorough reviews, you’ll ensure that clients receive accurate and beneficial financial strategies. Your role is integral in focusing on personalized services for a diverse clientele, including Internationally Trained Physicians.
Key Responsibilities:
• Review client meeting notes and determine necessary information
• Summarize tax and insurance documents for strategic planning
• Prepare and submit draft financial plans to leadership
• Implement plans using NaviPlan financial planning software
• Ensure all recommendations align with client goals and needs
Requi...
As a key player in our financial planning team, you will draw on your expertise in investments and insurance to create detailed plans. By leveraging NaviPlan and conducting thorough reviews, you’ll ensure that clients receive accurate and beneficial financial strategies. Your role is integral in focusing on personalized services for a diverse clientele, including Internationally Trained Physicians.
Key Responsibilities:
• Review client meeting notes and determine necessary information
• Summarize tax and insurance documents for strategic planning
• Prepare and submit draft financial plans to leadership
• Implement plans using NaviPlan financial planning software
• Ensure all recommendations align with client goals and needs
Requi...