HOB NOB WITH MILLIONAIRES IN FLORIDA!!!!FINANCIAL PLANNER NEEDED!!!!!!

HOB NOB WITH MILLIONAIRES IN FLORIDA!!!!FINANCIAL PLANNER NEEDED!!!!!!

 

International tax planning and financial planning firm seeking a financial planner. Great personality and great client relations skills required. Clients of which this person will be planning for have an average of 3 million dollars or more. Services provided to these clients are investments, tax, insurance, estate, retirement, and business planning. Duties include: gathering data, goal setting, data analysis, implementation and monitoring, portfolio planning and customizing to consider all assets, not just manage assets.Comprehensive, fee-only, cross border financial planning firm seeks a staff planner whose responsibilities include managing client expectations, writing financial plans, helping clients implement plans, rebalancing portfolios, and strategizing to develop solutions for client issues.  The ideal candidate is a CFP? or CFP? certificant, holds a masters degree, and is able to multitask and work in teams.  Candidates with other qualifications and a demonstrated interest in financial planning will also be considered. Postion is in Florida.

 ABOUT US

 

General Employment/Triad Personnel is an established placement and contract services firm specializing in Information Systems, Engineering and Accounting. We provide recruitment and staffing services nationwide to our client employers and candidates. General Employment/Triad Personnel has over 20 years local experience in the staffing industry and a team of experienced recruiters to fill the most critical employment requirements.

 

For additional job postings please visit our web site at www.genp.com You may also email us directly at sco@genp.com , call us at 480-948-1777 or fax us at 480-948-2335.