Para Planner

Para Planner

 

We are a ?Best of Boston? small, well established Wealth Management Firm looking for a key individual.  This will be an important position with expected growth toward becoming a Financial Consultant.  You should have integrity, high energy, and initiative.  We appreciate that there will be a lot to learn which is why we support continuing education.  We also strongly believe in finding a balance between work and play. 

 

Our ideal candidate will have the following qualifications:

? 1-4 years of experience working at Fidelity, Putnam, MFS or another investment firm within the client service or investment department;

? Series 7;

? Passion, intelligence and initiative;

? Proficiency with excel;

? Goal of obtaining the CFP designation within 3-5 year;

? Familiarity with Morningstar Advisor or Principia Pro; and

? Bachelor?s degree.

 

The initial job responsibilities that will lead toward your becoming an exceptional Financial Consultant will include:

? Assisting 2 advisors in all components of case preparation for clients;

? Responding to client inquiries;

? Assisting with portfolio design, product selection, rebalancing portfolios and monitoring the integrity of existing portfolios;

? Assisting with trading; and

? Researching technical issues.

 

Salary will be commensurate with experience.

 

Please submit your resume to:  wmgroupllc@yahoo.com