Familiarity with the financial services industry or "in process" of learning. If your College will allow "for credit" then without compensation OR we offer a competitive hourly rate considering level of experience and capability.
We are looking for someone who is eager to learn, high work ethic and who is hoping to grow into a para-planner or full Financial Advisor professional.
The position is working for a CPA/PFS, not a CFP - but is tenured in the business of advising clients in a commission and fee-based practice which includes tax preparation within the company. The Financial Planner does not prepare taxes but combines the discipline of Financial Planning with tax planning, along with coordinating the clients' legal needs with their legal advisor.
College completed or College underway.
EXCEL and WORD
OFFICE / PROFESSIONAL Demeanor
Additional Salary Information: salary commensurate with experience and if no experience, commensurate with skills brought to the position... OR if for college credit... no compensation except the credit