Financial Planning and Analysis Director leads the budgeting, forecasting, long-term planning, implementation, and business strategic analysis of the financial team. Conducts financial analysis, modeling, forecasting and reporting efforts to ensure efficient financial operations. Being a Financial Planning and Analysis Director reviews analysis results, develops insightful suggestions for investment, sourcing, cost reduction and leads strategic business decisions. Requires a bachelor's degree. Additionally, Financial Planning and Analysis Director typically reports to top management or CFO. The Financial Planning and Analysis Director manages a departmental sub-function within a broader departmental function. Creates functional strategies and specific objectives for the sub-function and develops budgets/policies/procedures to support the functional infrastructure. Deep knowledge of the managed sub-function and solid knowledge of the overall departmental function. To be a Financial Planning and Analysis Director typically requires 5+ years of managerial experience. (Copyright 2024 Salary.com)
ECONOLOGICS FINANCIAL ADVISORS
Expanding fast - Looking for a dedicated
Financial Planner Assistant
Largo, FL
About our Company:
Econologics® Financial Advisors is a Registered Investment Advisory Firm and insurance agency located in Largo, FL. We provide comprehensive financial planning services primarily to private practice owners who are located throughout the United States. We use a proprietary results-based financial planning® system that allows the Financial Planner to successfully advise clients and our team to assist them with their financial goals and objectives. Our company also has a strong marketing program to generate leads and convert them to clients, which has resulted in our fast expansion.
Our location: 2401 West Bay Drive, Suite 603, Largo, FL 33770. https://econologicsfinancialadvisors.com/
Note: This is an in-office, full time position.
Compensation Package
We offer a competitive compensation and benefits package that includes a starting salary range of $45,000 - $47,000 based on experience and skills with potential for additional performance-based bonuses going from $1,200 to $3,200 per year. Benefits include:
Who we are looking for
We are looking for someone who has an interest in assisting the Financial Planner by managing the implementation of our financial plans with our clients and providing client service for existing accounts. Key to this position is the ability to organize and multi-task in a fast-paced environment and having prior office admin experience in the Insurance and/or investment industry.
We need someone who is very organized and a self-starter who can work unsupervised and independently and who can also work as part of a team focusing on client management. Your duties will include:
Required qualifications
Required personality characteristics
Thank you for applying online.
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