Ameli & Associates is hiring
Financial Planner with LMIA

Languages

• English

Education

• Bachelor's degree

Experience

• 3 years to less than 5 years

On site

• Work must be completed at the physical location. There is no option to work remotely.

Work setting

• Investment firm

Tasks

• Identify clients' financial goals and objectives
• Analyze clients' financial records
• Develop financial plans for clients
• Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning
• Arrange for sale of financial products and investments

Area of work experience

• Mutual funds

Area of specialization

• Financial planning
• Wealth management

Work conditions and physical capabilities

• Attention to detail

Personal suitability

• Accurate
• Dependability
• Efficient interpersonal skills
• Excellent oral communication
• Excellent written communication
• Initiative
• Interpersonal awareness
• Judgement
• Organized
• Team player
• Due diligence

Financial benefits

• Bonus