National Association Of Personal Financial Advisors – Assistant Financial Planner
The National Association of Personal Financial Advisors is the leading association of fee-only financial advisors. Visit us today to find an advisor near you. National Association of Personal Financial Advisors is an American financial planning trade organization created in 1983 to expand the use of fee-only financial advisors by individual consumers. NAPFA established the first set of professional standards for fee-only financial advisors and has updated them to reflect changes in industry practices.
The National Association of Personal Financial Advisors (NAPFA) is a professional association for U.S.-based fee-only financial advisors. National Association of Personal Financial Advisors (NAPFA) is an American financial planning trade organization created in 1983 to expand the use of fee-only financial advisors by individual consumers. NAPFA established the first set of professional standards for fee-only financial advisors and has updated them to reflect changes in industry practices.NAPFA members are distinguished from other financial professionals in several ways.
National Association of Personal Financial Advisors (NAPFA), Arlington Heights, Illinois. 3,407 likes. NAPFA is the country’s leading professional association of Fee-Only, fiduciary financial… The National Association of Insurance & Financial Advisors (NAIFA) is the premier professional home for agents & advisors. We are the financial voice of Main Street USA.
What is a NAPFA registered financial advisor?
NAPFA-Registered Financial Advisors serve consumers. They are financial advisors who are highly competent and have met more than a de minimis certification standard, offer holistic service, and operate on an objective Fee-Only basis. That means they do not sell financial products on commission.
NAPFA-Registered Financial Advisors differentiate themselves by adhering to rigorous competency and ongoing continuing education standards. That means they will partner with you to navigate complex …
These fee-only advisors serve in a fiduciary manner. “What is a fiduciary?”, you may ask. A fiduciary is a person legally appointed and authorized to hold assets in trust for another person. The fiduciary manages the assets for the “benefit” of the other person rather than for his or her own profit (investopedia.com). This differs from a normal financial advisor in the fact that some advisers do not always invest for the benefit of the client.
The National Association of Personal Financial Advisors (NAPFA) is a group of professional financial advisors who advise on a Fee-Only basis, meaning no commissions or incentives.
What are the steps to becoming a financial advisor?
Steps to Becoming a Financial Advisor Step 1: Earn a Bachelor’s Degree Step 2: Meet Licensing and Certification Requirements Step 3: Build On-the-Job Experience Step 4: Earn a Master’s Degree for Advancement (Optional)
Here’s how to become a financial advisor and how to decide if it’s the right career for you. 1. Earn a bachelor’s degree. You need a bachelor’s degree to become a financial advisor, but it doesn’t need to be in a specific major. You don’t need … 2. Consider an internship. 3. Acquire the proper …
How to Become a Financial Advisor. STEP 1: Earn a Bachelor’s Degree. Good news! If you’re currently enrolled in college and working toward your bachelor’s degree, you’re already on the … STEP 2: Complete an Internship. STEP 3: Find a Job. STEP 4: Get Certified. STEP 5: Pursue Additional Education.
Assistant Financial Planner – Asset Planning, Inc.
Job Description
To be successful at API, our team members must have a passion for personal finance and client service as well as enjoy working among a tight-knit team of colleagues. Our core values align with the importance of family and work/life balance and treating our clients with the utmost care as we would do for our own clients.
This position encompasses investment research, trading, and financial planning support for the 3 owners/lead advisors of the firm.
Key Responsibilities will include:
- Perform on-going research and monitoring of investments. Meet with investment fund representatives and listen to webinars as needed. Assist in portfolio allocations, models, rebalancing, and placing trades. Conduct portfolio reviews with lead advisors.
- Collaborate with Financial Advisors and Para Planner in creating financial plans for clients including investment reviews, retirement modeling, insurance analysis, tax mitigation planning, college planning, Social
- Security analysis, lump sum vs annuity pension analysis, and various other wealth management client needs.
- Research ad-hoc topics & complete special projects as assigned
Qualifications:
- The ideal candidate will have at least 2 years of related experience, ideally with an independent wealth management firm, RIA, or financial services firm.
- Excellent team skills, positive attitude, high ethical/ customer service standards, and ability to maintain the confidentiality of sensitive information.
- Extremely detailed-oriented, analytical, strong focus on accuracy
Must possess series 65 securities license or obtain within 3-months of hiring and be able to pass all state and - SEC regulatory requirements. Series 65 not necessary if licensed CFP.
- Licensed CFP or close to sitting for an exam. Will consider CFA candidates as well.
- Strong Microsoft Excel skills a must
- Must be able to assess and take initiative independently. Always looking to improve processes.
- Ability to learn new software easily. Experience using Morningstar Workstation, TD Ameritrade, and Schwab’s trading platforms, Naviplan preferred.
- Ability to maintain friendly and professional verbal and written communication with our clients
- Bachelor’s Degree. Major in financial planning, math, finance, economics, business preferred.
Assistant Financial Planne Salary / Pay: $60,000.00 – $85,000.00 per year
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