FayettevilleRecruiter Since 2001
the smart solution for Fayetteville jobs

Financial Planner

Company: AAFMAA Wealth Management & Trust LLC
Location: Fayetteville
Posted on: March 26, 2020

Job Description:

AAFMAA Wealth Management & Trust LLC (AWM&T), a wholly owned subsidiary of theAmerican Armed Forces Mutual Aid Association (AAFMAA), offers investment management,financial planning, and trust services exclusively to members of the military community. AWM&T is growing fast and needs a smart, energetic professional to join our financial planning team.Objective:--- Reporting to the AWM&T Vice President of Financial Planning and working closely with the firm's Relationship Managers, the Financial Planner prepares sound financial plans that help our members make wise financial decisions and meet their goals.We Offer:--- An opportunity to join a smart team passionate about their mission, build a rewarding career at a rapidly growing young company, and make a positive impact on the lives of current and veteran military families.--- Competitive base salary plus bonus and comprehensive benefits.Scope & Responsibilities:--- Analyze members' financial situation--- Examine and suggest financial opportunities--- Develop sound financial plans for members--- Customize and update financial plans according to members' changing needs--- Collaborate with the wealth management staff to help members implement their plans--- Build strong relationships to retain existing clients--- Maintain updated knowledge of regulations, practices, and financial productsEducation & Skills Required:--- Proven experience as financial planner or similar role; experience in customer service a plus--- Ability to analyze financial information and comply with regulations--- Proficiency in eMoney or similar financial planning software--- Attention to detail and strong math skills--- Strong ethics, with a customer-first attitude--- Outstanding communication skills, with the ability to foster long-term relationships--- Bachelor's degree--- CFP-- certification--- Prior military experience as a servicemember or spouse desired

Keywords: AAFMAA Wealth Management & Trust LLC, Fayetteville , Financial Planner, Accounting, Auditing , Fayetteville, North Carolina

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Accounting, Auditing Jobs


Sr. Principal Consultant - Billing SW
Description: An experienced consulting professional who has a broad understanding of solutions, industry best practices, multiple business processes or technology designs within a product/technology family. Operates (more...)
Company: Oracle
Location: Raleigh
Posted on: 03/28/2020

2020 Summer Financial Analyst Program - Commercial Banking
Description: At Wells Fargo, we want to satisfy our customers' financial needs and help them succeed financially. We're looking for talented people who will put our customers at the center of everything we do. Join (more...)
Company: Wells Fargo
Location: Greenville
Posted on: 03/29/2020

Senior MS Access Developere - Remote
Description: RESPONSIBILITIES Kforce is immediately seeking an experienced Senior Microsoft Access Developer for their global, intelligent networking and software innovation client in Raleigh, North Carolina NC . (more...)
Company: Kforce Technology Staffing
Location: Raleigh
Posted on: 03/28/2020


Business (Finance, Accounting, Economics) Tutor (more than $1k+/mo)
Description: Varsity Tutors is looking to contract with tutors to connect with clients across a variety of academic subjects and major test prep through Varsity
Company: Varsity Tutors
Location: High Point
Posted on: 03/29/2020

Financial Controller
Description: Financial Controller in Greensboro, NC at VoltDate Posted: 3/23/2020Job Snapshot ul li Employee Type: Contingent li Location: Greensboro, NC li Job Type: Accounting li Duration: 48 weeks li (more...)
Company: Volt Workforce Solutions
Location: Greensboro
Posted on: 03/28/2020

Business (Finance, Accounting, Economics) Tutor (more than $1k+/mo)
Description: Varsity Tutors is looking to contract with tutors to connect with clients across a variety of academic subjects and major test prep through Varsity
Company: Varsity Tutors
Location: Raleigh
Posted on: 03/29/2020

Indirect Tax, Senior Consultant, Multistate Tax Services
Description: br Are you a strategic and creative Indirect Tax professional who likes solving complex state and local indirect tax issues within sales use and excise tax Are you ready to make a greater impact (more...)
Company: Deloitte Touche Tohmatsu Limited
Location: Raleigh
Posted on: 03/28/2020

Senior Manager, Financial Reporting & Controls
Description: Logistics done differently. br br At XPO Logistics, we believe that positive financial results are what fuel our growth and keep us at the top of our industry. As the Controller, Financial Reporting, (more...)
Company: XPO Logistics
Location: High Point
Posted on: 03/28/2020

IT Risk and Controls SR (Internal Auditor Senior) Indianapolis, IN
Description: IT Risk and Controls SR Internal Auditor Senior PS29097 Indianapolis, INLocation: United StatesRequisition : PS29097Post Date: Feb 03, 2020Your Talent. Our Vision. At Anthem, Inc., its a powerful combination, (more...)
Company: Anthem, Inc
Location: Cary
Posted on: 03/28/2020

Experienced Financial Advisor
Description: Prudential Advisors is committed to hiring a workforce that mirrors the diversity of the communities in which we do business. We are presently looking for experienced financial professionals to expand (more...)
Company: Prudential Financial
Location: Raleigh
Posted on: 03/28/2020

Log In or Create An Account

Get the latest North Carolina jobs by following @recnetNC on Twitter!

Fayetteville RSS job feeds