Entry Level Financial Planner - Paraplanner

Location
Daytona Beach, Florida
Salary
competitive salary based on experience
Posted
Sep 10, 2020
Closes
Oct 10, 2020
Job Role
Paraplanner
Employment Type
Part Time
Level
Entry Level
CFP® Certification
Pursuing

Candidate may be seeking CFP® certification or possible CFP® certificate holder. Recent college Grads considered with Financial or tax study undergraduate.  Firm is a boutique fee based advisory, financial planning and tax preparation practice.  Duties will include account openings, software and data entry, financial analysis, input and develop financial plan scenarios, help keep service team working efficiently, and client interaction.  Candidate must be proficient with Microsoft Excel, Word & Outlook.  Strong organizational skills, ability to multi-task, professionalism, and positive attitude a must. Salary with bonus (no commissions).  Position is entry level and can transition into client facing advisor role career path. Position is part-time - Monday – Thursday  8 am – 4:30 pm. 

 

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