Financial Planning Specialist
OneDigital(20 days ago)
About this role
A Financial Planning Associate who provides hands-on support to financial advisors by gathering client information, building financial plans, and preparing client-facing presentations using MoneyGuidePro. The role involves becoming an expert in OneDigital’s planning platform and processes to ensure a smooth client experience and support advisor workflows. It supports continuous improvement of planning technology and processes.
Required Skills
- Financial Planning
- MoneyGuidePro
- Data Analysis
- Presentations
- Excel
- PowerPoint
- Salesforce
- Client Communication
- Problem Solving
- Data Management
Qualifications
- Bachelor's Degree
- CFP® Certification (required to pursue)
About OneDigital
onedigital.comAccess insurance, financial services, employee benefits, and PEO solutions on one platform through local advisors.
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