Skill/Specialty | Number of People | 0 | 8 | 16 | 24 |
|---|---|---|---|---|---|
| Microsoft Office | 24 | ||||
| Microsoft Excel | 20 | ||||
| Financial Applications | 18 | ||||
| Microsoft Word | 15 | ||||
| Microsoft Windows 3.x, 95/98/Me, 2000, or XP - General Use | 9 | ||||
| Financial Analysis | 2 | ||||
| Investment Planning | 2 | ||||
 Country: United States | Updated: 5 Feb 2012 | Individuals Reporting: 30 | |||||
United States
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Associate Financial Planner Overview
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Associate Financial Planner
Job Description
People with the job title Associate Financial Planner typically fall into one of the following PayScale standard occupations.
Advise clients on financial plans utilizing knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate. Duties include assessing clients' assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives to establish investment strategies.
See Sample Job Descriptions for All Jobs
More Charts for
Job: Associate Financial Planner
Related Charts for Job: Associate Financial Planner
Most Popular Most Popular Skills for
Job: Associate Financial Planner
Median Popular Tallies Charts
- Microsoft Office
- Microsoft Excel
- Financial Applications
- Microsoft Word
- Microsoft Windows 3.x, 95/98/Me, 2000, or XP - General Use
- Financial Analysis
- Investment Planning
Most Popular Most Popular Benefits for
Job: Associate Financial Planner
Median Popular Tallies Charts
- 401(k)
- Paid Holidays / Vacation
- Life Insurance/Disability
- Paid Sick Leave
- Education/Training/Tuition/Certification Reimbursement
- Free Drinks/Coke/Juice/Water
- Flex-Time / Flexible Schedule
Most Popular Most Popular Cities for
Job: Associate Financial Planner
Median Popular Tallies Charts
- Atlanta, Georgia
- Chicago, Illinois
- Boston, Massachusetts
- Austin, Texas
- New York, New York
- Columbus, Ohio
- San Francisco, California
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