💼 Financial Planning Associate

Company
KQ Wealth Management
Location
Tulsa, OK
Date posted
2025-01-13
Job Type
None
Industry
Accounting / Finance
Description
About Us: KQ Wealth Management is dedicated to helping clients achieve their financial goals through personalized financial planning and asset management. We take pride in delivering tailored wealth solutions and are committed to exceptional client service. Job Summary : We are seeking a motivated Financial Planning Associate with a CFP designation or active progress toward it, who will support our team of advisors in building comprehensive financial plans and identifying planning...See full description
Important Skills Hard skillsSoft Skills
Financial planning Investment strategies Tax planning Retirement planning Estate planning Risk management Insurance planning Communication Analytical thinking Problem-solving Attention to detail Time management
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