Role OverviewGather financial planning data, conduct client meetings, and participate in training and growth of the practice.
What You Will Do
Complete trading and execution of client-agreed-upon requests, document meeting notes, and participate in new client acquisition.
Why It Might Be a Fit
Growth-oriented, team player, and fast-paced learner with excellent organization and time management skills.
Requirements
- Bachelors Degree
- CFP
- Series 7
- Series 66
- SIE licensing
- 2-3 years of financial planning and client-facing experience
- Experience leading client meetings and meeting with prospects
Benefits
- Base salary
- Bonus opportunity
- Full benefits package
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