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Associate Financial Planner

Location : Bedford, NH
Job Type : Direct
Hours : Full Time
Required Years of Experience : 0 - 5 years
Required Education : 4 year degree
Travel : No
Relocation : No
Job Industry : Accounting - Finance
Job Category : Financial Services

Job Description :


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Required Qualifications :

Bachelor’s degree. 0-5 years of experience in financial planning. Passed the CFP® exam. Strong written and verbal communication skills. Ideal team members for our office culture will have a strong work ethic, be self-motivated and have collaborative and interpersonal skills. Above average ability in time management and organizational skills. Software we use includes Orion, Junxure Cloud, iRebal, Right Capital among others.

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