Associate Financial Planner
Bachelor’s degree from an accredited university, Financial Planning major preferred. Must obtain Series 65 or CFP® designation within one year of employment (we can help!). Strong technology skills preferred. Must be a self-starter and self-disciplined with above average organizational and analytical skills. Why? Because work-from-home opportunities may be available, and our client will depend on you to get the job done regardless if you are at a Starbucks, at the gym, or on a flight to Cancun. You get the gist.