Entry Level Financial Planner - Paraplanner
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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