Financial Planner

Be prepared to make a positive difference in the world with community-based retirement, health, and related benefits that support financial, emotional, and physical well-being.

• Bachelor’s degree, preferably in economics, finance, accounting or other related field.
• 3-5 years financial planning (or financial services) experience 
• Solid understanding of comprehensive personal financial planning concepts such as retirement planning, employee benefits, insurance, investment vehicles, asset allocation, estate planning, and income taxation.
• Strong analytical skills and a desire to work with people
• Detail orientation
• Excellent interpersonal, written, and verbal communications skills
• Strong aptitude for customer service
• Impeccable ability to maintain confidentiality
• Proficient computer skills, especially Microsoft Office applications
• Ability to manage multiple tasks/projects and deadlines simultaneously
• Well-developed problem-solving skills

Email us to apply : HumanResources@porticobenefits.org

Include the name of the position, your cover letter, and your resume.