Entry Level Financial Planner - Paraplanner

Jul 29, 2020
Sep 27, 2020
Employment Type
Full Time
Entry Level

Seeking Entry Level Planner - Candidate may be seeking CFP or possible CFP Candidate.  Position is full time - typically Monday - Thursday 8 am - 6 pm (closed Friday).  Office is located in Saint Cloud Florida.  

Recent college Grads also considered with Financial or Tax study as undergraduate.  Firm is a comprehensive Fee Only financial planning firm.  Duties will include account opening, software and data entry, client interaction and client meetings, financial analysis and data entry for tax preparation. Individual should have a reasonable comfort level with Excel and word.  Must be organized and have good attitude, professionalism and good interpersonal skills a must. Salary with bonus (no commissions).  Individual may have opportunity for equity in the firm as well. Position will usually transition in a Full Advisor over time.