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Financial Planner
| Details |
Country: USA
Location: MA Natick
Total applied: 13
Job Type: Employee
Job Status: Full Time
Salary: From 45,000.00 to 55,000.00 USD per year
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Financial Planner
Our Metrowest client is seeking an individual to assist in all areas of financial planning. This individual will report directly to the PResident and entire staff of planners to assist in the day-to-day processing for their existing of Assets under Management. Ideal candidate eventually will build their own book of business, but this initial position is to develop the skills, tools and knowledge before becoming a top line producer. This candidate will be mentored by the President and senior level planners on taking their career to the next level. Candidate will focus on multi-tasking, prioritizing workload and must be ambitious. Job functions are: Creating financial plans, placing trades, running reports, collecting research, handling client service calls and directing client meetings. This is a fast paced environment.
Qualifications :
Requirements for this position are a series 7 & 63 license and a BA/BS degree. Interest is the CFP program is highly encouraged. If you are interested and meet the above requirements, please contact David Maniscalco at
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