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Financial Planner

Location : Pasadena, CA
Job Type : Direct
Hours : Full Time
Required Years of Experience : Minimum of 3 years financial planning experience
Required Education : 4 year degree
Travel : No
Relocation : No
Job Industry : Accounting - Finance
Job Category : Financial Services

Job Description :

GROWING FIRM. TEAM OF FIVE.


Interested? Click here for more information!


Required Qualifications :

Bachelor’s degree, and a minimum of 3 years of financial plan preparation experience. CFP® certification. Intimate knowledge of portfolio allocation, investment management and general financial planning is expected. Excellent writing, speaking, and presentation skills.


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