Skip to main content

This job has expired

Entry Level Financial Planner - Paraplanner

Employer
Keyes, Stange & Wooten Wealth Management, LLC
Location
Daytona Beach, Florida
Salary
competitive salary based on experience
Closing date
Oct 10, 2020

View more

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. 

 

Get job alerts

Create a job alert and receive personalized job recommendations straight to your inbox.

Create alert