FEE-ONLY FIRM. TEAM OF 13.
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Bachelor’s degree. 3-5 years of experience in financial planning. Certified Financial Planner. Must be detail oriented, professional, hard-working, and structured, with a high degree of follow-through. Should be a self-starter, ambitious and love assisting clients. Strong analytical skills and computer skills including advanced proficiency with Excel, Word and PowerPoint. Also, must be comfortable using new software programs, introducing new ideas and talking to high net worth clients.