FINANCIAL PLANNING EXECUTIVE

The Financial Planning Executive will work independently, using advanced skills gained through training and experience to provide proactive support to financial advisors and assist with efficient, quality client service. This position will follow established procedures to perform routine tasks, receiving general guidance and direction to perform other work with substantial variety and complexity. The position requires limited decision-making responsibility. The Financial Planning Executive will provide excellent customer service to internal and external clients and will refer new or unusual issues to a higher level. This position will always demonstrate company values while supporting our mission.

Job Duties and Responsibilities

Required Qualifications

SEE ALL POSITIONS

Apply to join the team at Southwestern Investment Group.