Overview
On Site
Full Time
Skills
Finance
Financial Services
Communication
Financial Planning
Microsoft Excel
Microsoft PowerPoint
Research
Collaboration
Computer Networking
Job Details
Original Title - Financial Planning Analyst Location - Hybrid/Boston or Springfield
Skills:
The Minimum Qualifications:
At least 1+ years' experience in financial services.
Series 7 license at time of application
Series 63 or equivalent license or attain within 180 days of start.
The Ideal Qualifications
Communication skills (verbal and written) and the ability to express ideas and share information with coworkers, advisors in an accurate manner.
Experience with eMoney or other financial planning software.
Strong technological proficiency, with advanced skills in Excel, PowerPoint, and other digital platforms, including a demonstrated ability to quickly learn and adapt to new software and tools.
Robust research skills with the ability to independently locate, interpret, and apply new information quickly and accurately.
A team-oriented individual who thrives on collaboration and actively engages in networking to foster a supportive and connected work environment.
Organizational and interpersonal skills including flexibility, thoroughness, accuracy and care in handling details.
Skills:
The Minimum Qualifications:
At least 1+ years' experience in financial services.
Series 7 license at time of application
Series 63 or equivalent license or attain within 180 days of start.
The Ideal Qualifications
Communication skills (verbal and written) and the ability to express ideas and share information with coworkers, advisors in an accurate manner.
Experience with eMoney or other financial planning software.
Strong technological proficiency, with advanced skills in Excel, PowerPoint, and other digital platforms, including a demonstrated ability to quickly learn and adapt to new software and tools.
Robust research skills with the ability to independently locate, interpret, and apply new information quickly and accurately.
A team-oriented individual who thrives on collaboration and actively engages in networking to foster a supportive and connected work environment.
Organizational and interpersonal skills including flexibility, thoroughness, accuracy and care in handling details.
Employers have access to artificial intelligence language tools (“AI”) that help generate and enhance job descriptions and AI may have been used to create this description. The position description has been reviewed for accuracy and Dice believes it to correctly reflect the job opportunity.