Job Openings

Job Listing
Type:  
All
 
06/22/2020
Finance
Financial Planning Assistant/Team Leader
Description:  
Are you a bright professional with experience in the financial planning/investment field? Do you delight in improving and implementing processes? Are you organized and able to work independently while also enjoy leading and being part of a team?  Is client service a passion? Are you a pit bull when it...  More >>
Requirements:  
The ideal candidate:
· 2-3 years of experience in financial services
· Series 7 securities license preferred, not required
· Two years management experience
· Customer-focused
· Individual who is solution oriented and deadline-driven
· Ability to communicate with clients and business contacts in a courteous and professional manner both...  More >>
 
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