We are seeking a detail oriented candidate with strong analytical and planning capabilities to join our growing company. As a Financial Planning Associate, you will be responsible for creating and updating financial plans for our clients. We will be growing our financial planning client base rapidly over the next 3-5 years and need assistance to handle the increased work load. Familiarity of financial planning systems, especially eMoney, is preferred.
Founded in 1999, Centura Advisors, LLC, is an independent, full-service financial advisory firm based in Baton Rouge, LA. We utilize our investment management and financial planning processes and knowledge to uncover the right strategies our clients need.
This is not a selling, commission based role. This is a salaried role with bonus potential. As an Associate Financial Planner you will:
• Provide support for comprehensive financial planning clients by gathering data, developing financial plan analysis
• Prepare reports and presentations for client meetings
• Capture client meeting notes and deliver follow up planning strategies
• Other projects and research at the discretion of Advisors, including business partner collaboration and execution of internal initiative tasks